+26.4%
WCC vs BNS
+52.0%
-25.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +3.0% | -12.9% | -12.5% |
| 7D | -8.8% | +2.0% | -10.8% | -10.5% |
| 30D | -16.0% | +7.8% | -23.8% | -21.5% |
| 3M | -15.2% | +11.7% | -26.9% | -24.1% |
| 6M | -8.4% | +28.2% | -36.6% | -29.3% |
| YTD | +30.1% | +34.8% | -4.7% | -6.8% |
| 1Y | +26.4% | +51.1% | -24.6% | -16.2% |
| All | +26.4% | +52.0% | -25.5% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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