+289.9%
BNY vs WCC
+130.1%
+159.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.7% |
| 7D | -1.3% | +1.5% | -2.9% | -1.7% |
| 30D | -0.2% | -2.1% | +2.0% | +0.1% |
| 3M | +14.9% | +3.8% | +11.1% | +13.3% |
| 6M | +40.0% | +35.0% | +5.0% | +29.3% |
| YTD | +42.0% | +46.4% | -4.4% | +28.3% |
| 1Y | +56.9% | +63.0% | -6.1% | +37.8% |
| 3Y | +289.9% | +133.9% | +155.9% | +190.4% |
| All | +289.9% | +130.1% | +159.8% | +190.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling