+3,394.9%
LOW vs WCN
+8,080.5%
-4,685.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.4% | +2.6% | -1.2% | +0.8% |
| 30D | +21.7% | +23.9% | -2.2% | +15.3% |
| 3M | +5.0% | +17.4% | -12.4% | +0.8% |
| 6M | +4.6% | +28.0% | -23.4% | -1.8% |
| YTD | -3.5% | +11.6% | -15.0% | -6.6% |
| 1Y | +0.5% | +16.9% | -16.3% | -3.8% |
| 3Y | +24.8% | +51.6% | -26.8% | +11.4% |
| 5Y | +6.5% | +48.0% | -41.5% | -4.7% |
| 10Y | +294.6% | +322.6% | -28.0% | +182.4% |
| All | +3,394.9% | +8,080.5% | -4,685.6% | +1,705.1% |
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 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