+602.0%
WCC vs BBIO
+136.9%
+465.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.7% | +1.5% | -2.6% |
| 7D | +1.7% | -3.9% | +5.5% | +2.2% |
| 30D | -6.1% | -13.4% | +7.3% | -4.2% |
| 3M | +3.1% | +7.6% | -4.5% | +1.7% |
| 6M | +28.2% | -2.4% | +30.7% | +28.1% |
| YTD | +41.1% | -5.2% | +46.3% | +40.8% |
| 1Y | +61.3% | +36.9% | +24.4% | +51.9% |
| 3Y | +123.6% | +155.2% | -31.6% | +88.3% |
| 5Y | +214.8% | +44.0% | +170.8% | +134.8% |
| All | +602.0% | +136.9% | +465.1% | +310.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling