-12.2%
BN vs WCC
+66.8%
-79.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.6% |
| 7D | -3.0% | +6.8% | -9.8% | -4.8% |
| 30D | -13.0% | -3.0% | -10.0% | -12.5% |
| 3M | -15.2% | +0.2% | -15.4% | -15.7% |
| 6M | -5.9% | +33.2% | -39.1% | -15.4% |
| YTD | -15.8% | +45.8% | -61.6% | -27.2% |
| 1Y | -12.2% | +68.4% | -80.6% | -26.0% |
| All | -12.2% | +66.8% | -79.0% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling