+23.0%
C vs WCN
+16.8%
+6.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.3% | +0.2% |
| 7D | -0.4% | +2.6% | -3.0% | -0.4% |
| 30D | -5.2% | +25.3% | -30.5% | -5.3% |
| 3M | -9.1% | +15.2% | -24.3% | -9.2% |
| 6M | -1.6% | +26.4% | -28.0% | -3.3% |
| YTD | +6.9% | +9.9% | -3.0% | +9.1% |
| 1Y | +23.0% | +16.2% | +6.8% | +22.8% |
| All | +23.0% | +16.8% | +6.2% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling