+179.4%
ETN vs WCC
+212.3%
-33.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.8% | -0.1% |
| 7D | +3.0% | +1.7% | +1.4% | +2.3% |
| 30D | -10.9% | -6.1% | -4.9% | -8.5% |
| 3M | +9.2% | +3.1% | +6.2% | +8.0% |
| 6M | +13.9% | +28.2% | -14.3% | +3.2% |
| YTD | +29.5% | +41.1% | -11.6% | +12.6% |
| 1Y | +14.2% | +61.3% | -47.1% | -6.1% |
| 3Y | +79.9% | +123.6% | -43.8% | +24.0% |
| All | +179.4% | +212.3% | -33.0% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling