+706.7%
ETN vs WCC
+541.6%
+165.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.7% | +0.2% | +2.4% |
| 7D | +3.5% | +1.5% | +2.0% | +2.9% |
| 30D | -7.5% | -2.1% | -5.4% | -6.6% |
| 3M | +8.3% | +3.8% | +4.5% | +6.7% |
| 6M | +20.2% | +35.0% | -14.8% | +6.2% |
| YTD | +34.7% | +46.4% | -11.7% | +14.8% |
| 1Y | +19.4% | +63.0% | -43.5% | -3.0% |
| 3Y | +85.5% | +133.9% | -48.4% | +23.4% |
| 5Y | +186.6% | +226.5% | -39.9% | +56.4% |
| All | +706.7% | +541.6% | +165.0% | +169.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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