+1,526.6%
JPM vs WCN
+6,767.3%
-5,240.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | -0.4% | -0.4% | 0.0% | -0.3% |
| 30D | -1.1% | -2.1% | +1.0% | -0.4% |
| 3M | +14.1% | +6.4% | +7.8% | +11.4% |
| 6M | +23.3% | -3.7% | +27.0% | +24.0% |
| YTD | +11.3% | -6.4% | +17.6% | +12.8% |
| 1Y | +23.0% | -7.9% | +30.9% | +25.2% |
| 3Y | +162.6% | +20.8% | +141.8% | +142.3% |
| 5Y | +152.8% | +29.0% | +123.8% | +126.5% |
| 10Y | +583.6% | +236.4% | +347.3% | +353.4% |
| All | +1,526.6% | +6,767.3% | -5,240.8% | +537.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling