+87.6%
BB vs WCN
+16.1%
+71.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.8% | +4.2% | +7.9% |
| 7D | -6.8% | +6.7% | -13.5% | -4.5% |
| 30D | -3.5% | +24.3% | -27.8% | +4.1% |
| 3M | -1.2% | +16.1% | -17.3% | +4.2% |
| 6M | +57.0% | +19.9% | +37.0% | +66.7% |
| YTD | +131.1% | +10.1% | +121.0% | +147.6% |
| 1Y | +87.6% | +14.4% | +73.2% | +101.4% |
| All | +87.6% | +16.1% | +71.5% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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