+74.4%
ACWI vs WCN
+52.1%
+22.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | +2.7% | +1.2% | +1.5% | +2.6% |
| 30D | -2.6% | +26.4% | -29.0% | -5.4% |
| 3M | -3.2% | +17.5% | -20.7% | -5.0% |
| 6M | +1.9% | +28.7% | -26.9% | -1.9% |
| YTD | +11.3% | +11.5% | -0.2% | +10.6% |
| 1Y | +11.7% | +15.9% | -4.2% | +9.7% |
| All | +74.4% | +52.1% | +22.3% | +59.2% |
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