+628.2%
WCC vs BBIO
+136.7%
+491.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | +1.5% | -3.2% | +4.7% | +2.0% |
| 30D | -2.1% | -13.6% | +11.5% | -0.1% |
| 3M | +3.8% | +7.2% | -3.4% | +2.5% |
| 6M | +35.0% | +1.5% | +33.5% | +34.1% |
| YTD | +46.4% | -5.3% | +51.7% | +46.0% |
| 1Y | +63.0% | +37.7% | +25.3% | +53.4% |
| 3Y | +133.9% | +153.9% | -20.0% | +97.1% |
| 5Y | +226.5% | +43.9% | +182.7% | +143.6% |
| All | +628.2% | +136.7% | +491.5% | +326.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling