+14.1%
BIL vs WCN
+19.6%
-5.6%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | +0.3% | -2.1% | +2.4% | +0.3% |
| 3M | +0.9% | +6.4% | -5.5% | +0.9% |
| 6M | +1.8% | -3.7% | +5.5% | +1.8% |
| YTD | +2.5% | -6.4% | +8.8% | +2.5% |
| 1Y | +3.7% | -7.9% | +11.6% | +3.7% |
| 3Y | +14.1% | +20.8% | -6.7% | +14.1% |
| All | +14.1% | +19.6% | -5.6% | +14.1% |
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