+379.1%
AVAV vs WCN
+302.6%
+76.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.5% | +12.1% | +12.3% |
| 7D | +3.2% | +1.2% | +2.0% | +2.3% |
| 30D | -7.4% | +24.6% | -32.0% | -18.0% |
| 3M | -32.0% | +14.2% | -46.2% | -37.0% |
| 6M | -24.6% | +25.7% | -50.2% | -34.4% |
| YTD | -47.5% | +9.3% | -56.8% | -51.0% |
| 1Y | -61.5% | +15.3% | -76.8% | -65.2% |
| 3Y | +5.5% | +48.6% | -43.1% | -21.8% |
| 5Y | +35.7% | +46.9% | -11.2% | +0.2% |
| 10Y | +379.1% | +298.1% | +81.0% | +109.1% |
| All | +379.1% | +302.6% | +76.5% | +109.1% |
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 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