+59.1%
ACWI vs WCN
+48.0%
+11.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.4% | +2.6% | -0.1% | +1.8% |
| 30D | -1.7% | +23.9% | -25.6% | -7.3% |
| 3M | -3.9% | +17.4% | -21.3% | -8.1% |
| 6M | +0.8% | +28.0% | -27.2% | -6.5% |
| YTD | +11.0% | +11.6% | -0.5% | +7.5% |
| 1Y | +13.1% | +16.9% | -3.8% | +7.5% |
| 3Y | +73.9% | +51.6% | +22.3% | +45.1% |
| All | +59.1% | +48.0% | +11.2% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling