+508.8%
AVAV vs WCN
+239.1%
+269.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.9% | +3.4% |
| 7D | +3.2% | -0.4% | +3.6% | +3.4% |
| 30D | -20.3% | -2.1% | -18.2% | -19.4% |
| 3M | -19.4% | +6.4% | -25.8% | -23.0% |
| 6M | -35.3% | -3.7% | -31.6% | -34.8% |
| YTD | -38.5% | -6.4% | -32.1% | -37.3% |
| 1Y | -37.2% | -7.9% | -29.3% | -35.6% |
| 3Y | +31.1% | +20.8% | +10.3% | +9.7% |
| 5Y | +41.0% | +29.0% | +12.0% | +11.3% |
| 10Y | +508.8% | +236.4% | +272.4% | +170.8% |
| All | +508.8% | +239.1% | +269.6% | +170.8% |
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