+76.4%
BND vs WCC
+461.9%
-385.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.8% | 0.0% |
| 7D | -0.1% | +4.5% | -4.6% | -0.1% |
| 30D | -0.4% | -5.8% | +5.4% | -0.4% |
| 3M | -0.6% | -3.7% | +3.0% | -0.6% |
| 6M | -1.4% | +23.1% | -24.5% | -1.3% |
| YTD | -0.2% | +44.2% | -44.4% | 0.0% |
| 1Y | +1.3% | +62.1% | -60.8% | +1.6% |
| 3Y | +13.2% | +121.1% | -108.0% | +13.9% |
| 5Y | -1.6% | +214.0% | -215.5% | -0.4% |
| 10Y | +15.5% | +472.8% | -457.3% | +17.6% |
| All | +76.4% | +461.9% | -385.5% | +82.0% |
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