+1,784.6%
BE vs WCC
+137.6%
+1,646.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.5% | +7.2% | +7.7% |
| 7D | +29.8% | +8.5% | +21.3% | +22.2% |
| 30D | +26.4% | -1.0% | +27.4% | +27.5% |
| 3M | +9.3% | +2.1% | +7.2% | +10.1% |
| 6M | +105.1% | +36.8% | +68.2% | +69.4% |
| YTD | +219.0% | +47.7% | +171.3% | +152.2% |
| 1Y | +418.8% | +66.5% | +352.2% | +286.6% |
| 3Y | +1,784.6% | +134.2% | +1,650.4% | +906.1% |
| All | +1,784.6% | +137.6% | +1,646.9% | +906.1% |
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