+300.1%
BB vs WCN
+5,313.6%
-5,013.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | -5.6% | -0.6% | -5.0% | -5.4% |
| 30D | -11.8% | +0.4% | -12.2% | -12.0% |
| 3M | -25.5% | +7.3% | -32.9% | -28.1% |
| 6M | +121.3% | -2.5% | +123.8% | +120.2% |
| YTD | +103.2% | -5.4% | +108.5% | +104.0% |
| 1Y | +102.6% | -8.5% | +111.1% | +105.2% |
| 3Y | +37.5% | +20.8% | +16.7% | +24.5% |
| 5Y | -30.4% | +30.0% | -60.5% | -38.5% |
| 10Y | 0.0% | +238.4% | -238.4% | -36.9% |
| All | +300.1% | +5,313.6% | -5,013.5% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling