+152.8%
BB vs WCN
+52.1%
+100.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +1.8% | +2.6% | -0.8% | +2.0% |
| 30D | +8.1% | +23.9% | -15.8% | +8.9% |
| 3M | -1.0% | +17.4% | -18.4% | -0.3% |
| 6M | +45.9% | +28.0% | +17.9% | +44.5% |
| YTD | +134.8% | +11.6% | +123.3% | +139.7% |
| 1Y | +104.6% | +16.9% | +87.7% | +106.3% |
| 3Y | +152.8% | +51.6% | +101.2% | +104.1% |
| All | +152.8% | +52.1% | +100.7% | +104.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling