+227.5%
LOW vs WCN
+235.9%
-8.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.7% | -3.1% | -0.6% | -2.1% |
| 30D | -8.9% | -3.4% | -5.5% | -7.2% |
| 3M | -10.4% | +3.0% | -13.4% | -11.9% |
| 6M | -19.4% | -3.8% | -15.6% | -18.2% |
| YTD | -17.1% | -8.3% | -8.8% | -14.2% |
| 1Y | -26.3% | -9.7% | -16.5% | -23.1% |
| 3Y | -9.9% | +17.2% | -27.0% | -21.5% |
| 5Y | +6.1% | +25.3% | -19.2% | -13.0% |
| All | +227.5% | +235.9% | -8.4% | +70.1% |
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