-8.6%
KMB vs WCN
+19.6%
-28.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.7% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | -5.0% | -2.1% | -2.9% | -4.5% |
| 3M | +6.6% | +6.4% | +0.2% | +5.1% |
| 6M | +1.0% | -3.7% | +4.7% | +1.8% |
| YTD | +6.0% | -6.4% | +12.3% | +7.4% |
| 1Y | -16.6% | -7.9% | -8.7% | -15.2% |
| 3Y | -8.6% | +20.8% | -29.4% | -10.3% |
| All | -8.6% | +19.6% | -28.3% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling