+274.8%
BP vs WCN
+8,007.2%
-7,732.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +1.0% | +1.4% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | -3.1% | +25.3% | -28.5% | -7.8% |
| 3M | +6.2% | +15.4% | -9.3% | +2.7% |
| 6M | +4.8% | +27.8% | -23.1% | -0.9% |
| YTD | +35.2% | +10.6% | +24.6% | +31.5% |
| 1Y | +27.4% | +15.8% | +11.6% | +22.8% |
| 3Y | +49.8% | +50.3% | -0.5% | +35.6% |
| 5Y | +109.4% | +46.9% | +62.5% | +89.6% |
| 10Y | +135.7% | +318.8% | -183.1% | +73.1% |
| All | +274.8% | +8,007.2% | -7,732.3% | +76.1% |
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