+5,137.1%
BDX vs WEC
+3,954.9%
+1,182.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.2% | -0.6% | -2.6% | -3.0% |
| 30D | -2.5% | -2.6% | +0.1% | -1.8% |
| 3M | +21.4% | -6.0% | +27.4% | +23.9% |
| 6M | +10.4% | -5.4% | +15.8% | +12.3% |
| YTD | +18.8% | +2.5% | +16.4% | +17.6% |
| 1Y | +21.7% | -0.7% | +22.4% | +21.6% |
| 3Y | -10.0% | +38.7% | -48.7% | -19.9% |
| 5Y | -1.8% | +31.7% | -33.5% | -11.5% |
| 10Y | +58.8% | +146.5% | -87.7% | +14.2% |
| All | +5,137.1% | +3,954.9% | +1,182.1% | +1,520.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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