+850.8%
BNY vs WCN
+6,623.4%
-5,772.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.3% | -3.1% | +1.8% | -0.3% |
| 30D | -0.2% | -3.4% | +3.2% | +0.9% |
| 3M | +14.9% | +3.0% | +12.0% | +13.5% |
| 6M | +40.0% | -3.8% | +43.7% | +40.8% |
| YTD | +42.0% | -8.3% | +50.3% | +44.8% |
| 1Y | +56.9% | -9.7% | +66.6% | +60.5% |
| 3Y | +289.9% | +17.2% | +272.7% | +265.5% |
| 5Y | +259.2% | +25.3% | +233.9% | +227.7% |
| 10Y | +413.3% | +235.4% | +177.9% | +247.6% |
| All | +850.8% | +6,623.4% | -5,772.6% | +297.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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