+252.1%
INTC vs WCN
+235.9%
+16.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +7.5% | -3.1% | +10.6% | +8.8% |
| 30D | +2.0% | -3.4% | +5.4% | +3.3% |
| 3M | -12.0% | +3.0% | -15.0% | -14.6% |
| 6M | +114.5% | -3.8% | +118.3% | +112.6% |
| YTD | +179.0% | -8.3% | +187.3% | +182.1% |
| 1Y | +318.3% | -9.7% | +328.0% | +324.4% |
| 3Y | +171.2% | +17.2% | +154.1% | +131.8% |
| 5Y | +107.6% | +25.3% | +82.3% | +66.4% |
| All | +252.1% | +235.9% | +16.2% | +70.7% |
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