+51.8%
AVAV vs WCN
+20.7%
+31.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.6% |
| 7D | -2.2% | -0.6% | -1.6% | -2.1% |
| 30D | -13.9% | +0.4% | -14.4% | -14.0% |
| 3M | -29.2% | +7.3% | -36.6% | -30.4% |
| 6M | -36.1% | -2.5% | -33.6% | -35.5% |
| YTD | -40.2% | -5.4% | -34.8% | -39.3% |
| 1Y | -36.2% | -8.5% | -27.8% | -34.5% |
| All | +51.8% | +20.7% | +31.1% | +34.4% |
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