+406.7%
BNY vs WCC
+541.6%
-134.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -1.1% |
| 7D | -1.3% | +1.5% | -2.9% | -1.8% |
| 30D | -0.2% | -2.1% | +2.0% | +0.2% |
| 3M | +14.9% | +3.8% | +11.1% | +12.6% |
| 6M | +40.0% | +35.0% | +5.0% | +25.4% |
| YTD | +42.0% | +46.4% | -4.4% | +23.5% |
| 1Y | +56.9% | +63.0% | -6.1% | +31.1% |
| 3Y | +289.9% | +133.9% | +155.9% | +173.2% |
| 5Y | +259.2% | +226.5% | +32.7% | +114.2% |
| All | +406.7% | +541.6% | -134.9% | +108.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling