-0.8%
BB vs WCN
+235.2%
-236.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.2% |
| 7D | -2.1% | -4.4% | +2.3% | -0.1% |
| 30D | -16.0% | -4.4% | -11.6% | -14.4% |
| 3M | -14.5% | +0.5% | -15.0% | -15.8% |
| 6M | +118.6% | -3.3% | +121.8% | +117.7% |
| YTD | +98.9% | -8.5% | +107.4% | +103.5% |
| 1Y | +99.5% | -8.9% | +108.4% | +103.4% |
| 3Y | +65.4% | +18.0% | +47.3% | +41.0% |
| 5Y | -27.6% | +25.0% | -52.7% | -40.6% |
| All | -0.8% | +235.2% | -236.0% | -46.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling