+302.3%
BN vs WCC
+453.1%
-150.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.3% | -4.1% | -2.0% |
| 7D | -2.4% | +3.3% | -5.7% | -3.8% |
| 30D | +13.5% | -9.4% | +23.0% | +16.3% |
| 3M | -5.9% | -10.5% | +4.6% | -3.8% |
| 6M | -8.9% | -10.4% | +1.5% | -7.8% |
| YTD | -7.9% | +34.4% | -42.3% | -20.8% |
| 1Y | -8.3% | +27.7% | -36.0% | -19.7% |
| 3Y | +100.8% | +137.9% | -37.2% | +32.6% |
| 5Y | +38.2% | +147.0% | -108.8% | -13.9% |
| 10Y | +302.3% | +442.5% | -140.2% | +59.8% |
| All | +302.3% | +453.1% | -150.8% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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