+668.0%
BE vs WCN
+177.1%
+490.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +10.8% | +2.6% | +8.2% | +9.7% |
| 30D | -19.8% | +23.9% | -43.7% | -27.7% |
| 3M | -18.7% | +17.4% | -36.1% | -25.2% |
| 6M | -33.7% | +28.0% | -61.7% | -43.4% |
| YTD | +121.0% | +11.6% | +109.4% | +103.0% |
| 1Y | +85.4% | +16.9% | +68.5% | +65.0% |
| 3Y | +1,709.5% | +51.6% | +1,657.9% | +1,155.4% |
| 5Y | +462.2% | +48.0% | +414.2% | +295.7% |
| All | +668.0% | +177.1% | +490.8% | +245.7% |
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