+21.9%
BB vs WCN
+322.1%
-300.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +1.8% | +2.6% | -0.8% | +0.8% |
| 30D | +8.1% | +23.9% | -15.8% | -2.2% |
| 3M | -1.0% | +17.4% | -18.4% | -8.4% |
| 6M | +45.9% | +28.0% | +17.9% | +27.5% |
| YTD | +134.8% | +11.6% | +123.3% | +118.7% |
| 1Y | +104.6% | +16.9% | +87.7% | +85.4% |
| 3Y | +152.8% | +51.6% | +101.2% | +90.4% |
| 5Y | -17.4% | +48.0% | -65.4% | -37.3% |
| All | +21.9% | +322.1% | -300.1% | -39.5% |
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