+74.2%
BND vs WEC
+796.5%
-722.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -1.4% | +2.3% | -3.8% | -1.5% |
| 30D | +0.6% | +11.1% | -10.5% | +0.2% |
| 3M | -1.6% | +8.4% | -10.1% | -1.9% |
| 6M | -1.5% | +7.5% | -9.1% | -1.8% |
| YTD | -1.5% | +15.3% | -16.8% | -2.0% |
| 1Y | -1.1% | +9.7% | -10.8% | -1.4% |
| 3Y | +13.6% | +64.7% | -51.1% | +11.6% |
| 5Y | -1.8% | +57.3% | -59.1% | -3.4% |
| 10Y | +17.0% | +195.9% | -178.9% | +14.0% |
| All | +74.2% | +796.5% | -722.4% | +69.0% |
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