+31.7%
WEC vs BN
+35.3%
-3.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.6% | +1.4% |
| 7D | +0.8% | -1.2% | +2.0% | +1.0% |
| 30D | +0.3% | -10.9% | +11.2% | +2.1% |
| 3M | -2.9% | -11.1% | +8.1% | -1.3% |
| 6M | -5.9% | -4.4% | -1.6% | -5.6% |
| YTD | +4.1% | -14.1% | +18.3% | +6.0% |
| 1Y | +3.1% | -11.1% | +14.2% | +4.2% |
| 3Y | +40.8% | +75.6% | -34.8% | +21.4% |
| 5Y | +31.7% | +35.8% | -4.1% | +15.4% |
| All | +31.7% | +35.3% | -3.6% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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