+222.2%
ACWI vs WCN
+302.6%
-80.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.4% |
| 7D | +0.3% | +1.2% | -0.9% | -0.2% |
| 30D | -2.8% | +24.6% | -27.4% | -11.8% |
| 3M | -3.2% | +14.2% | -17.4% | -8.8% |
| 6M | +1.3% | +25.7% | -24.4% | -9.2% |
| YTD | +11.2% | +9.3% | +1.9% | +5.5% |
| 1Y | +13.8% | +15.3% | -1.6% | +5.0% |
| 3Y | +76.2% | +48.6% | +27.6% | +39.8% |
| 5Y | +59.5% | +46.9% | +12.5% | +25.1% |
| 10Y | +222.2% | +298.1% | -75.9% | +64.9% |
| All | +222.2% | +302.6% | -80.4% | +64.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling