+208.8%
C vs WCN
+300.6%
-91.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.3% | -0.1% |
| 7D | -0.4% | +2.6% | -3.0% | -1.7% |
| 30D | -5.2% | +25.3% | -30.5% | -16.1% |
| 3M | -9.1% | +15.2% | -24.3% | -16.0% |
| 6M | -1.6% | +26.4% | -28.0% | -14.4% |
| YTD | +6.9% | +9.9% | -3.0% | -0.2% |
| 1Y | +23.0% | +16.2% | +6.8% | +11.0% |
| 3Y | +216.1% | +49.4% | +166.7% | +136.9% |
| 5Y | +112.2% | +46.2% | +66.1% | +56.8% |
| 10Y | +208.8% | +305.7% | -96.9% | +30.6% |
| All | +208.8% | +300.6% | -91.8% | +30.6% |
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