+26.4%
WCC vs BAM
+4.2%
+22.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +6.2% | -16.1% | -12.2% |
| 7D | -8.8% | +14.2% | -23.0% | -14.2% |
| 30D | -16.0% | +21.0% | -37.0% | -23.3% |
| 3M | -15.2% | +5.2% | -20.4% | -17.3% |
| 6M | -8.4% | +16.0% | -24.3% | -15.6% |
| YTD | +30.1% | +6.5% | +23.6% | +23.8% |
| 1Y | +26.4% | +4.4% | +22.1% | +22.6% |
| All | +26.4% | +4.2% | +22.2% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling