+147.8%
GE vs WCN
+235.2%
-87.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.1% |
| 7D | -2.8% | -4.4% | +1.6% | -0.9% |
| 30D | -11.9% | -4.4% | -7.5% | -10.3% |
| 3M | +1.8% | +0.5% | +1.4% | +1.0% |
| 6M | -0.6% | -3.3% | +2.7% | -0.2% |
| YTD | +5.5% | -8.5% | +14.0% | +8.2% |
| 1Y | +15.0% | -8.9% | +23.9% | +17.7% |
| 3Y | +269.5% | +18.0% | +251.5% | +230.9% |
| 5Y | +422.4% | +25.0% | +397.4% | +345.9% |
| All | +147.8% | +235.2% | -87.4% | +43.7% |
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