-58.5%
FIG vs WCN
-9.1%
-49.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.7% |
| 7D | -3.8% | -3.1% | -0.7% | -3.1% |
| 30D | -2.3% | -3.4% | +1.1% | -1.6% |
| 3M | +20.0% | +3.0% | +17.0% | +19.5% |
| 6M | -16.7% | -3.8% | -12.9% | -14.5% |
| YTD | -37.9% | -8.3% | -29.6% | -38.2% |
| 1Y | -58.5% | -9.7% | -48.8% | -54.1% |
| All | -58.5% | -9.1% | -49.4% | -54.1% |
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