+66.5%
WCC vs BAM
-12.8%
+79.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.4% | +5.9% | +4.2% |
| 7D | +8.5% | -1.6% | +10.1% | +9.2% |
| 30D | -1.0% | -6.0% | +5.0% | +1.6% |
| 3M | +2.1% | +7.3% | -5.2% | -2.3% |
| 6M | +36.8% | +8.2% | +28.6% | +29.6% |
| YTD | +47.7% | -3.8% | +51.6% | +47.5% |
| 1Y | +66.5% | -10.7% | +77.2% | +74.2% |
| All | +66.5% | -12.8% | +79.3% | +74.2% |
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