+1,003.0%
BE vs WCN
+127.8%
+875.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.6% |
| 7D | +9.0% | -3.1% | +12.2% | +10.7% |
| 30D | +16.3% | -3.4% | +19.7% | +18.0% |
| 3M | +10.8% | +3.0% | +7.8% | +6.2% |
| 6M | +73.2% | -3.8% | +77.0% | +70.9% |
| YTD | +217.4% | -8.3% | +225.7% | +221.6% |
| 1Y | +309.8% | -9.7% | +319.5% | +314.8% |
| 3Y | +1,726.2% | +17.2% | +1,709.0% | +1,365.1% |
| 5Y | +1,306.2% | +25.3% | +1,280.9% | +962.2% |
| All | +1,003.0% | +127.8% | +875.2% | +447.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling