-23.1%
EXE vs WCN
+16.4%
-39.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +5.3% | +2.6% | +2.7% | +5.0% |
| 30D | -2.2% | +23.9% | -26.1% | -5.0% |
| 3M | -5.9% | +17.4% | -23.3% | -7.7% |
| 6M | -5.7% | +28.0% | -33.7% | -8.4% |
| YTD | -17.8% | +11.6% | -29.4% | -19.0% |
| 1Y | -23.1% | +16.9% | -40.0% | -24.9% |
| All | -23.1% | +16.4% | -39.5% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling