+25.1%
BDX vs WCC
+134.5%
-109.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.7% | +1.2% |
| 7D | +2.9% | +9.9% | -7.0% | +2.0% |
| 30D | +15.4% | -8.4% | +23.9% | +16.0% |
| 3M | +20.5% | -10.3% | +30.9% | +21.2% |
| 6M | +53.2% | -10.5% | +63.7% | +53.6% |
| YTD | +45.7% | +32.2% | +13.5% | +36.5% |
| 1Y | +47.3% | +25.5% | +21.7% | +39.0% |
| 3Y | +25.1% | +134.7% | -109.6% | +8.5% |
| All | +25.1% | +134.5% | -109.4% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling