+2,220.2%
BBY vs WCN
+6,686.9%
-4,466.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.1% |
| 7D | +1.2% | -1.7% | +2.9% | +1.7% |
| 30D | +6.8% | -3.0% | +9.8% | +7.8% |
| 3M | +18.7% | +2.5% | +16.2% | +17.7% |
| 6M | +37.3% | -5.7% | +43.0% | +39.0% |
| YTD | +35.3% | -7.4% | +42.8% | +37.7% |
| 1Y | +20.7% | -8.6% | +29.3% | +23.1% |
| 3Y | +39.4% | +19.4% | +20.1% | +30.1% |
| 5Y | -1.5% | +27.2% | -28.7% | -10.1% |
| 10Y | +239.8% | +238.5% | +1.3% | +137.3% |
| All | +2,220.2% | +6,686.9% | -4,466.7% | +1,057.1% |
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 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