+1,591.2%
WCC vs BWA
+969.2%
+622.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +2.4% |
| 7D | +3.3% | +1.7% | +1.6% | +2.6% |
| 30D | -9.4% | -14.6% | +5.2% | 0.0% |
| 3M | -10.5% | -26.2% | +15.7% | +7.8% |
| 6M | -10.4% | -18.4% | +8.0% | +1.1% |
| YTD | +34.4% | +14.7% | +19.7% | +21.2% |
| 1Y | +27.7% | +13.3% | +14.3% | +15.7% |
| 3Y | +137.9% | +64.7% | +73.2% | +71.9% |
| 5Y | +147.0% | +32.2% | +114.9% | +102.2% |
| 10Y | +442.5% | +96.8% | +345.7% | +246.8% |
| All | +1,591.2% | +969.2% | +622.0% | +249.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling