-0.5%
BBY vs WCC
+211.6%
-212.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +1.0% |
| 7D | +0.7% | +1.7% | -1.0% | +0.2% |
| 30D | +5.8% | -6.1% | +11.8% | +7.4% |
| 3M | +18.0% | +3.1% | +14.9% | +15.5% |
| 6M | +39.8% | +28.2% | +11.6% | +25.8% |
| YTD | +35.4% | +41.1% | -5.7% | +17.3% |
| 1Y | +21.4% | +61.3% | -39.9% | 0.0% |
| 3Y | +39.5% | +123.6% | -84.1% | -2.4% |
| 5Y | -0.5% | +214.8% | -215.3% | -41.6% |
| All | -0.5% | +211.6% | -212.1% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling