+209.9%
BKNG vs WCN
+235.2%
-25.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.1% |
| 7D | -10.7% | -4.4% | -6.2% | -8.5% |
| 30D | -18.1% | -4.4% | -13.7% | -16.1% |
| 3M | +8.5% | +0.5% | +8.1% | +8.2% |
| 6M | -0.1% | -3.3% | +3.2% | +1.1% |
| YTD | -18.2% | -8.5% | -9.7% | -15.2% |
| 1Y | -19.9% | -8.9% | -10.9% | -16.9% |
| 3Y | +41.6% | +18.0% | +23.6% | +24.8% |
| 5Y | +93.1% | +25.0% | +68.1% | +61.9% |
| All | +209.9% | +235.2% | -25.3% | +56.4% |
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 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