+72.8%
AG vs WCN
+27.0%
+45.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.2% | +2.6% |
| 7D | -0.1% | -1.7% | +1.6% | +0.7% |
| 30D | +12.5% | -3.0% | +15.4% | +14.0% |
| 3M | +28.2% | +2.5% | +25.6% | +25.2% |
| 6M | -18.8% | -5.7% | -13.1% | -17.5% |
| YTD | +27.4% | -7.4% | +34.8% | +31.2% |
| 1Y | +132.2% | -8.6% | +140.8% | +140.4% |
| 3Y | +286.9% | +19.4% | +267.5% | +233.0% |
| 5Y | +72.8% | +27.2% | +45.6% | +40.6% |
| All | +72.8% | +27.0% | +45.7% | +40.6% |
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