+142.7%
AMAT vs WCN
+45.2%
+97.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +3.9% |
| 7D | -14.7% | +2.9% | -17.6% | -14.1% |
| 30D | -36.1% | +22.1% | -58.2% | -33.7% |
| 3M | -36.9% | +13.2% | -50.0% | -34.9% |
| 6M | -22.2% | +23.7% | -45.9% | -20.6% |
| YTD | +29.9% | +8.7% | +21.2% | +36.4% |
| 1Y | +43.3% | +15.3% | +27.9% | +47.8% |
| 3Y | +142.7% | +46.0% | +96.7% | +110.6% |
| All | +142.7% | +45.2% | +97.5% | +110.6% |
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 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