+1,874.3%
BE vs WCN
+50.7%
+1,823.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.6% | +12.4% | +13.2% |
| 7D | +4.5% | +0.4% | +4.1% | +4.7% |
| 30D | -20.1% | +25.3% | -45.4% | -12.5% |
| 3M | -0.8% | +15.4% | -16.3% | +6.3% |
| 6M | -26.2% | +27.8% | -54.1% | -21.0% |
| YTD | +141.1% | +10.6% | +130.5% | +162.5% |
| 1Y | +64.8% | +15.8% | +49.1% | +78.7% |
| All | +1,874.3% | +50.7% | +1,823.5% | +1,489.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling