+231.6%
WCC vs BWA
+88.6%
+143.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +3.8% |
| 7D | +8.5% | +4.3% | +4.2% | +5.2% |
| 30D | -1.0% | -2.9% | +1.9% | +1.1% |
| 3M | +2.1% | -12.4% | +14.5% | +11.9% |
| 6M | +36.8% | +28.6% | +8.3% | +13.8% |
| YTD | +47.7% | +48.2% | -0.5% | +6.9% |
| 1Y | +66.5% | +50.9% | +15.6% | +18.5% |
| 3Y | +134.2% | +72.2% | +62.0% | +45.8% |
| 5Y | +231.6% | +91.1% | +140.6% | +83.2% |
| All | +231.6% | +88.6% | +143.0% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 5y: compounded portfolio wealth divided by compounded BWA 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…
5y analysis · Full analysis span regression · 6 months rolling