+518.1%
BE vs WCN
+46.9%
+471.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.6% | +12.4% | +12.9% |
| 7D | +4.5% | +0.4% | +4.1% | +4.5% |
| 30D | -20.1% | +25.3% | -45.4% | -23.6% |
| 3M | -0.8% | +15.4% | -16.3% | -3.4% |
| 6M | -26.2% | +27.8% | -54.1% | -32.5% |
| YTD | +141.1% | +10.6% | +130.5% | +135.8% |
| 1Y | +64.8% | +15.8% | +49.1% | +57.0% |
| 3Y | +1,887.4% | +50.3% | +1,837.1% | +1,313.6% |
| 5Y | +518.1% | +46.9% | +471.2% | +313.4% |
| All | +518.1% | +46.9% | +471.2% | +313.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling