+19.2%
D vs WCN
-8.2%
+27.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | +0.8% | -0.4% | +1.2% | +0.9% |
| 30D | -0.7% | -2.1% | +1.4% | -0.3% |
| 3M | +2.1% | +6.4% | -4.3% | +0.7% |
| 6M | +6.8% | -3.7% | +10.5% | +6.8% |
| YTD | +16.5% | -6.4% | +22.9% | +17.4% |
| 1Y | +19.2% | -7.9% | +27.1% | +21.2% |
| All | +19.2% | -8.2% | +27.4% | +21.2% |
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