+85.8%
ALB vs WCN
+239.1%
-153.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.7% | -2.2% |
| 7D | -8.6% | -1.7% | -6.9% | -7.8% |
| 30D | -4.0% | -3.0% | -1.0% | -2.4% |
| 3M | -17.4% | +2.5% | -19.9% | -19.2% |
| 6M | -25.4% | -5.7% | -19.7% | -24.1% |
| YTD | -10.5% | -7.4% | -3.1% | -8.2% |
| 1Y | +75.8% | -8.6% | +84.4% | +80.9% |
| 3Y | -28.5% | +19.4% | -47.9% | -39.5% |
| 5Y | -45.1% | +27.2% | -72.3% | -56.3% |
| All | +85.8% | +239.1% | -153.2% | -9.5% |
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