+98.2%
BB vs WCC
+66.6%
+31.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +0.3% |
| 7D | -0.4% | +1.5% | -1.9% | -1.0% |
| 30D | -12.5% | -2.1% | -10.4% | -12.0% |
| 3M | -17.4% | +3.8% | -21.3% | -19.3% |
| 6M | +119.1% | +35.0% | +84.2% | +97.9% |
| YTD | +102.4% | +46.4% | +56.0% | +76.6% |
| 1Y | +98.2% | +63.0% | +35.2% | +64.0% |
| All | +98.2% | +66.6% | +31.6% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling