+445.6%
AG vs WCN
+1,524.4%
-1,078.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.5% |
| 7D | +1.0% | -0.6% | +1.7% | +1.3% |
| 30D | +19.2% | +0.4% | +18.7% | +19.0% |
| 3M | +6.2% | +7.3% | -1.2% | +2.3% |
| 6M | -26.7% | -2.5% | -24.2% | -27.2% |
| YTD | +26.1% | -5.4% | +31.5% | +27.1% |
| 1Y | +131.7% | -8.5% | +140.1% | +136.3% |
| 3Y | +255.3% | +20.8% | +234.5% | +223.2% |
| 5Y | +61.9% | +30.0% | +31.9% | +43.3% |
| 10Y | +72.0% | +238.4% | -166.4% | +2.0% |
| All | +445.6% | +1,524.4% | -1,078.7% | +41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling