+796.3%
ED vs WCN
+6,839.3%
-6,043.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -1.2% |
| 7D | -0.2% | -0.6% | +0.5% | -0.1% |
| 30D | -0.1% | +0.4% | -0.6% | -0.2% |
| 3M | +3.9% | +7.3% | -3.4% | +2.8% |
| 6M | -3.0% | -2.5% | -0.5% | -2.7% |
| YTD | +10.7% | -5.4% | +16.1% | +11.4% |
| 1Y | +13.3% | -8.5% | +21.8% | +14.6% |
| 3Y | +34.5% | +20.8% | +13.7% | +30.1% |
| 5Y | +67.1% | +30.0% | +37.1% | +59.6% |
| 10Y | +103.0% | +238.4% | -135.4% | +71.4% |
| All | +796.3% | +6,839.3% | -6,043.0% | +535.7% |
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 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