+1,267.0%
BE vs WCN
+28.6%
+1,238.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.7% | +9.9% |
| 7D | +29.8% | -0.4% | +30.2% | +29.9% |
| 30D | +26.4% | -2.1% | +28.5% | +26.9% |
| 3M | +9.3% | +6.4% | +3.0% | +4.6% |
| 6M | +105.1% | -3.7% | +108.7% | +104.3% |
| YTD | +219.0% | -6.4% | +225.4% | +221.8% |
| 1Y | +418.8% | -7.9% | +426.7% | +424.2% |
| 3Y | +1,784.6% | +20.8% | +1,763.8% | +1,383.6% |
| All | +1,267.0% | +28.6% | +1,238.4% | +867.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling