+911.5%
BE vs WCN
+135.1%
+776.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +7.9% |
| 7D | +20.0% | -0.6% | +20.6% | +20.3% |
| 30D | +7.9% | +0.4% | +7.5% | +7.5% |
| 3M | -13.2% | +7.3% | -20.5% | -18.7% |
| 6M | +53.5% | -2.5% | +56.0% | +51.0% |
| YTD | +191.0% | -5.4% | +196.4% | +190.6% |
| 1Y | +360.5% | -8.5% | +369.0% | +364.9% |
| 3Y | +1,568.0% | +20.8% | +1,547.2% | +1,219.6% |
| 5Y | +1,055.2% | +30.0% | +1,025.2% | +755.4% |
| All | +911.5% | +135.1% | +776.4% | +394.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling