+342.6%
BB vs WCC
+1,713.7%
-1,371.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -1.2% |
| 7D | -5.6% | +4.5% | -10.1% | -7.0% |
| 30D | -11.8% | -5.8% | -6.0% | -10.2% |
| 3M | -25.5% | -3.7% | -21.9% | -24.8% |
| 6M | +121.3% | +23.1% | +98.2% | +105.5% |
| YTD | +103.2% | +44.2% | +59.0% | +78.6% |
| 1Y | +102.6% | +62.1% | +40.5% | +70.7% |
| 3Y | +37.5% | +121.1% | -83.6% | +1.4% |
| 5Y | -30.4% | +214.0% | -244.4% | -55.1% |
| 10Y | 0.0% | +472.8% | -472.8% | -51.4% |
| All | +342.6% | +1,713.7% | -1,371.1% | +27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling