-35.6%
ELAN vs WCN
+112.7%
-148.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -5.4% | -3.1% | -2.3% | -4.0% |
| 30D | +4.7% | -3.4% | +8.1% | +6.5% |
| 3M | -3.7% | +3.0% | -6.6% | -5.3% |
| 6M | -1.2% | -3.8% | +2.6% | -0.3% |
| YTD | +2.4% | -8.3% | +10.7% | +5.8% |
| 1Y | +23.4% | -9.7% | +33.1% | +28.3% |
| 3Y | +96.7% | +17.2% | +79.5% | +72.4% |
| 5Y | -30.6% | +25.3% | -55.9% | -42.2% |
| All | -35.6% | +112.7% | -148.4% | -60.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling