+1,683.6%
BE vs WCC
+135.0%
+1,548.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +8.1% | +3.8% | +5.1% |
| 7D | -1.2% | -5.7% | +4.5% | +4.5% |
| 30D | -30.9% | -13.5% | -17.4% | -21.1% |
| 3M | -11.6% | -12.9% | +1.3% | +0.8% |
| 6M | -25.7% | -10.7% | -15.1% | -14.5% |
| YTD | +123.1% | +30.0% | +93.1% | +99.6% |
| 1Y | +43.4% | +24.7% | +18.7% | +33.5% |
| 3Y | +1,683.6% | +136.6% | +1,547.1% | +721.4% |
| All | +1,683.6% | +135.0% | +1,548.7% | +721.4% |
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