+322.5%
WCN vs BWA
+94.2%
+228.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +2.6% | +4.3% | -1.7% | +2.1% |
| 30D | +23.9% | -13.0% | +36.9% | +25.7% |
| 3M | +17.4% | -24.8% | +42.2% | +21.0% |
| 6M | +28.0% | -23.5% | +51.5% | +31.0% |
| YTD | +11.6% | +13.8% | -2.3% | +7.1% |
| 1Y | +16.9% | +13.4% | +3.4% | +12.2% |
| 3Y | +51.6% | +62.8% | -11.2% | +36.0% |
| 5Y | +48.0% | +28.5% | +19.5% | +35.4% |
| All | +322.5% | +94.2% | +228.2% | +243.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling