+76.4%
BND vs WEC
+701.1%
-624.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | -0.1% | -0.3% | +0.1% | -0.1% |
| 30D | -0.4% | -1.3% | +0.9% | -0.3% |
| 3M | -0.6% | -3.9% | +3.3% | -0.5% |
| 6M | -1.4% | -8.3% | +6.9% | -1.2% |
| YTD | -0.2% | +3.1% | -3.3% | -0.4% |
| 1Y | +1.3% | +1.9% | -0.7% | +1.2% |
| 3Y | +13.2% | +41.9% | -28.8% | +11.7% |
| 5Y | -1.6% | +30.8% | -32.3% | -2.6% |
| 10Y | +15.5% | +141.9% | -126.5% | +13.0% |
| All | +76.4% | +701.1% | -624.7% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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