+427.0%
GE vs WCN
+46.9%
+380.1%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.9% | +1.3% |
| 7D | +4.0% | +0.4% | +3.6% | +3.9% |
| 30D | +11.1% | +25.3% | -14.3% | +4.1% |
| 3M | -6.7% | +15.4% | -22.2% | -10.5% |
| 6M | +14.3% | +27.8% | -13.6% | +5.6% |
| YTD | +11.7% | +10.6% | +1.2% | +8.0% |
| 1Y | +10.9% | +15.8% | -4.9% | +5.1% |
| 3Y | +279.0% | +50.3% | +228.7% | +225.7% |
| 5Y | +427.0% | +46.9% | +380.1% | +352.6% |
| All | +427.0% | +46.9% | +380.1% | +352.6% |
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