+3,707.6%
GWW vs WCN
+6,687.0%
-2,979.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -0.5% | -1.7% | +1.3% | 0.0% |
| 30D | -1.4% | -3.0% | +1.6% | -0.7% |
| 3M | -3.6% | +2.5% | -6.2% | -4.4% |
| 6M | +15.1% | -5.7% | +20.8% | +16.5% |
| YTD | +27.5% | -7.4% | +34.9% | +29.6% |
| 1Y | +29.6% | -8.6% | +38.2% | +32.1% |
| 3Y | +90.1% | +19.4% | +70.7% | +80.3% |
| 5Y | +222.6% | +27.2% | +195.4% | +200.9% |
| 10Y | +566.5% | +238.5% | +328.0% | +401.1% |
| All | +3,707.6% | +6,687.0% | -2,979.4% | +1,769.4% |
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