+99.5%
BB vs WCN
-9.4%
+108.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -3.1% |
| 7D | -2.1% | -4.4% | +2.3% | -3.7% |
| 30D | -16.0% | -4.4% | -11.6% | -17.4% |
| 3M | -14.5% | +0.5% | -15.0% | -15.1% |
| 6M | +118.6% | -3.3% | +121.8% | +118.8% |
| YTD | +98.9% | -8.5% | +107.4% | +96.3% |
| 1Y | +99.5% | -8.9% | +108.4% | +103.6% |
| All | +99.5% | -9.4% | +108.9% | +103.6% |
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 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