+1,591.1%
WCC vs BWA
+963.6%
+627.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | +14.2% | +7.3% | +6.9% | +9.6% |
| 30D | -9.8% | -15.8% | +6.0% | +0.4% |
| 3M | -10.1% | -25.7% | +15.6% | +7.9% |
| 6M | -9.4% | -19.6% | +10.2% | +3.1% |
| YTD | +34.4% | +14.1% | +20.3% | +21.6% |
| 1Y | +23.3% | +12.2% | +11.1% | +12.5% |
| 3Y | +137.9% | +63.8% | +74.1% | +72.5% |
| 5Y | +144.0% | +28.7% | +115.3% | +102.8% |
| 10Y | +442.5% | +95.8% | +346.7% | +247.9% |
| All | +1,591.1% | +963.6% | +627.5% | +251.0% |
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