+24.9%
BB vs WCC
+440.3%
-415.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +9.0% | +14.2% | -5.3% | +3.7% |
| 30D | +7.7% | -9.8% | +17.5% | +11.4% |
| 3M | +4.0% | -10.1% | +14.1% | +7.6% |
| 6M | +46.6% | -9.4% | +56.0% | +50.9% |
| YTD | +140.6% | +34.4% | +106.2% | +111.5% |
| 1Y | +103.1% | +23.3% | +79.8% | +83.8% |
| 3Y | +150.5% | +137.9% | +12.6% | +70.1% |
| 5Y | -15.4% | +144.0% | -159.4% | -45.5% |
| All | +24.9% | +440.3% | -415.4% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling