+73.3%
D vs WCN
+45.2%
+28.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.0% |
| 7D | +3.0% | +2.9% | +0.1% | +2.0% |
| 30D | +11.5% | +22.1% | -10.6% | +4.1% |
| 3M | +3.7% | +13.2% | -9.4% | -0.7% |
| 6M | +13.5% | +23.7% | -10.2% | +5.3% |
| YTD | +20.7% | +8.7% | +12.0% | +16.8% |
| 1Y | +18.2% | +15.3% | +2.9% | +11.3% |
| 3Y | +73.3% | +46.0% | +27.3% | +47.4% |
| All | +73.3% | +45.2% | +28.2% | +47.4% |
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 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