+8,347.1%
BN vs WCC
+1,713.7%
+6,633.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.1% | -1.3% |
| 7D | -2.5% | +4.5% | -6.9% | -3.6% |
| 30D | -9.5% | -5.8% | -3.7% | -8.2% |
| 3M | -10.4% | -3.7% | -6.7% | -10.2% |
| 6M | -6.4% | +23.1% | -29.4% | -12.4% |
| YTD | -11.9% | +44.2% | -56.0% | -21.1% |
| 1Y | -8.6% | +62.1% | -70.7% | -21.0% |
| 3Y | +77.6% | +121.1% | -43.6% | +38.3% |
| 5Y | +37.0% | +214.0% | -176.9% | -4.4% |
| 10Y | +266.4% | +472.8% | -206.4% | +103.4% |
| All | +8,347.1% | +1,713.7% | +6,633.4% | +3,371.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling