+218.2%
GLD vs WCN
+235.4%
-17.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.0% |
| 7D | +0.1% | -1.7% | +1.9% | +0.3% |
| 30D | +0.2% | -3.0% | +3.2% | +0.4% |
| 3M | +3.2% | +2.5% | +0.7% | +2.9% |
| 6M | -14.6% | -5.7% | -8.9% | -14.3% |
| YTD | +1.8% | -7.4% | +9.2% | +2.3% |
| 1Y | +20.7% | -8.6% | +29.4% | +21.4% |
| 3Y | +126.5% | +19.4% | +107.1% | +123.8% |
| 5Y | +140.0% | +27.2% | +112.8% | +136.0% |
| 10Y | +218.2% | +238.5% | -20.3% | +199.3% |
| All | +218.2% | +235.4% | -17.2% | +199.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling