+433.0%
GE vs WCN
+28.6%
+404.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.4% |
| 7D | +1.2% | -0.4% | +1.6% | +1.3% |
| 30D | -9.5% | -2.1% | -7.4% | -9.0% |
| 3M | +4.1% | +6.4% | -2.2% | +1.7% |
| 6M | +3.9% | -3.7% | +7.6% | +4.6% |
| YTD | +9.0% | -6.4% | +15.4% | +10.5% |
| 1Y | +21.9% | -7.9% | +29.9% | +24.2% |
| 3Y | +281.8% | +20.8% | +261.0% | +252.9% |
| All | +433.0% | +28.6% | +404.5% | +376.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling