+1,713.7%
WCC vs BWA
+1,308.8%
+404.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.8% | +1.1% | +2.2% |
| 7D | +4.5% | +5.7% | -1.2% | +1.1% |
| 30D | -5.8% | +1.4% | -7.2% | -6.7% |
| 3M | -3.7% | -12.1% | +8.4% | +4.0% |
| 6M | +23.1% | +28.6% | -5.5% | +5.6% |
| YTD | +44.2% | +51.1% | -6.9% | +9.8% |
| 1Y | +62.1% | +55.9% | +6.2% | +21.0% |
| 3Y | +121.1% | +70.1% | +51.0% | +54.5% |
| 5Y | +214.0% | +90.7% | +123.3% | +105.6% |
| 10Y | +472.8% | +154.0% | +318.8% | +211.7% |
| All | +1,713.7% | +1,308.8% | +404.9% | +217.1% |
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