+360.5%
BE vs WCC
+61.8%
+298.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.9% | +3.5% | +2.9% |
| 7D | +20.0% | +4.5% | +15.5% | +14.1% |
| 30D | +7.9% | -5.8% | +13.7% | +15.4% |
| 3M | -13.2% | -3.7% | -9.6% | -8.1% |
| 6M | +53.5% | +23.1% | +30.4% | +28.3% |
| YTD | +191.0% | +44.2% | +146.9% | +99.9% |
| 1Y | +360.5% | +62.1% | +298.4% | +202.3% |
| All | +360.5% | +61.8% | +298.7% | +202.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling