+465.4%
BE vs WCC
+141.7%
+323.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +8.1% | +3.8% | +5.7% |
| 7D | -1.2% | -5.7% | +4.5% | +4.2% |
| 30D | -30.9% | -13.5% | -17.4% | -21.8% |
| 3M | -11.6% | -12.9% | +1.3% | 0.0% |
| 6M | -25.7% | -10.7% | -15.1% | -14.9% |
| YTD | +123.1% | +30.0% | +93.1% | +98.9% |
| 1Y | +43.4% | +24.7% | +18.7% | +32.9% |
| 3Y | +1,683.6% | +136.6% | +1,547.1% | +930.7% |
| 5Y | +465.4% | +143.9% | +321.5% | +186.4% |
| All | +465.4% | +141.7% | +323.8% | +186.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling