+37.2%
M vs WCN
+16.1%
+21.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.8% | +4.9% | +7.3% |
| 7D | +8.3% | +6.7% | +1.6% | +7.5% |
| 30D | +14.2% | +24.3% | -10.1% | +12.2% |
| 3M | -1.1% | +16.1% | -17.2% | -3.0% |
| 6M | +36.6% | +19.9% | +16.7% | +34.2% |
| YTD | +19.8% | +10.1% | +9.7% | +20.0% |
| 1Y | +37.2% | +14.4% | +22.8% | +34.5% |
| All | +37.2% | +16.1% | +21.1% | +34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling