+74.2%
BND vs WCC
+415.2%
-341.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | -0.1% |
| 7D | -1.4% | +9.9% | -11.4% | -1.4% |
| 30D | +0.6% | -8.4% | +9.0% | +0.6% |
| 3M | -1.6% | -10.3% | +8.7% | -1.6% |
| 6M | -1.5% | -10.5% | +8.9% | -1.6% |
| YTD | -1.5% | +32.2% | -33.6% | -1.2% |
| 1Y | -1.1% | +25.5% | -26.6% | -0.9% |
| 3Y | +13.6% | +134.7% | -121.1% | +14.5% |
| 5Y | -1.8% | +139.9% | -141.7% | -0.9% |
| 10Y | +17.0% | +433.5% | -416.4% | +19.1% |
| All | +74.2% | +415.2% | -341.0% | +79.7% |
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