+246.5%
BBY vs WCC
+541.6%
-295.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.7% | +1.8% |
| 7D | +0.6% | +1.5% | -0.9% | 0.0% |
| 30D | +9.4% | -2.1% | +11.5% | +9.8% |
| 3M | +19.3% | +3.8% | +15.5% | +16.3% |
| 6M | +47.9% | +35.0% | +12.9% | +29.7% |
| YTD | +39.6% | +46.4% | -6.8% | +18.2% |
| 1Y | +22.2% | +63.0% | -40.8% | -0.9% |
| 3Y | +45.0% | +133.9% | -89.0% | -2.2% |
| 5Y | +2.6% | +226.5% | -224.0% | -42.3% |
| All | +246.5% | +541.6% | -295.1% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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