+4,770.1%
DELL vs WCN
+240.0%
+4,530.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.3% |
| 7D | +25.6% | -0.4% | +26.1% | +25.8% |
| 30D | +17.7% | -2.1% | +19.8% | +18.5% |
| 3M | +33.4% | +6.4% | +27.1% | +28.2% |
| 6M | +266.2% | -3.7% | +269.9% | +265.6% |
| YTD | +328.0% | -6.4% | +334.4% | +334.3% |
| 1Y | +339.6% | -7.9% | +347.5% | +348.1% |
| 3Y | +694.6% | +20.8% | +673.8% | +581.6% |
| 5Y | +1,122.0% | +29.0% | +1,093.0% | +895.9% |
| 10Y | +4,062.5% | +236.4% | +3,826.1% | +2,144.0% |
| All | +4,770.1% | +240.0% | +4,530.1% | +2,525.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling