+379.3%
GE vs WCN
+8,007.2%
-7,627.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.2% |
| 3M | -6.7% | +15.4% | -22.2% | -10.6% |
| 6M | +14.3% | +27.8% | -13.6% | +6.2% |
| YTD | +11.7% | +10.6% | +1.2% | +7.5% |
| 1Y | +10.9% | +15.8% | -4.9% | +5.3% |
| 3Y | +279.0% | +50.3% | +228.7% | +234.7% |
| 5Y | +427.0% | +46.9% | +380.1% | +365.5% |
| 10Y | +158.6% | +318.8% | -160.2% | +74.6% |
| All | +379.3% | +8,007.2% | -7,627.9% | +101.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling