+990.2%
IBKR vs WCN
+235.9%
+754.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | -1.3% | -3.1% | +1.8% | -0.1% |
| 30D | -0.2% | -3.4% | +3.2% | +1.1% |
| 3M | +3.0% | +3.0% | 0.0% | +0.8% |
| 6M | +33.9% | -3.8% | +37.6% | +34.1% |
| YTD | +42.5% | -8.3% | +50.8% | +45.7% |
| 1Y | +44.9% | -9.7% | +54.6% | +48.6% |
| 3Y | +293.0% | +17.2% | +275.8% | +251.4% |
| 5Y | +497.7% | +25.3% | +472.4% | +409.0% |
| All | +990.2% | +235.9% | +754.3% | +521.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling