+3,955.2%
IRM vs WCN
+8,080.5%
-4,125.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | +6.8% | +2.6% | +4.2% | +6.1% |
| 30D | +2.6% | +23.9% | -21.3% | -2.9% |
| 3M | -9.5% | +17.4% | -26.9% | -13.3% |
| 6M | -8.5% | +28.0% | -36.5% | -14.5% |
| YTD | +40.3% | +11.6% | +28.7% | +35.0% |
| 1Y | +28.7% | +16.9% | +11.8% | +22.4% |
| 3Y | +111.8% | +51.6% | +60.2% | +88.7% |
| 5Y | +189.1% | +48.0% | +141.1% | +159.1% |
| 10Y | +519.8% | +322.6% | +197.2% | +343.2% |
| All | +3,955.2% | +8,080.5% | -4,125.3% | +1,841.5% |
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