+95.3%
AAPL vs WCN
+52.1%
+43.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | +2.6% | +1.5% | +3.7% |
| 30D | +4.0% | +23.9% | -20.0% | +0.1% |
| 3M | +16.8% | +17.4% | -0.6% | +13.5% |
| 6M | +19.4% | +28.0% | -8.6% | +14.1% |
| YTD | +31.5% | +11.6% | +20.0% | +29.6% |
| 1Y | +31.0% | +16.9% | +14.1% | +27.5% |
| 3Y | +95.3% | +51.6% | +43.7% | +79.3% |
| All | +95.3% | +52.1% | +43.2% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling