+216.0%
C vs WCN
+52.1%
+163.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | +4.2% | +2.6% | +1.6% | +3.8% |
| 30D | +2.0% | +23.9% | -22.0% | -1.7% |
| 3M | -10.1% | +17.4% | -27.5% | -12.6% |
| 6M | +1.0% | +28.0% | -27.0% | -4.3% |
| YTD | +8.5% | +11.6% | -3.1% | +6.8% |
| 1Y | +25.7% | +16.9% | +8.9% | +21.9% |
| 3Y | +216.0% | +51.6% | +164.4% | +184.7% |
| All | +216.0% | +52.1% | +163.9% | +184.7% |
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