+35.5%
BN vs WCC
+141.7%
-106.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.1% | -4.3% | +0.8% |
| 7D | +3.6% | -5.7% | +9.3% | +5.1% |
| 30D | +15.9% | -13.5% | +29.3% | +20.8% |
| 3M | -2.3% | -12.9% | +10.5% | +1.0% |
| 6M | -8.4% | -10.7% | +2.3% | -7.3% |
| YTD | -5.9% | +30.0% | -35.9% | -19.3% |
| 1Y | -5.6% | +24.7% | -30.3% | -17.7% |
| 3Y | +104.2% | +136.6% | -32.3% | +28.0% |
| 5Y | +35.5% | +143.9% | -108.4% | -21.2% |
| All | +35.5% | +141.7% | -106.2% | -21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling