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  • M vs WCN✓SelectedUSD · WCNM vs WCN performance historyLatest closeAs of+1.52%11/13
Stock and ETF performance explorer

M vs WCN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-8.1%
WCN return
+322.1%
Excess return
-330.2%
Maximum drawdown
-87.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioWCNExcessAlpha
1D+1.5%0.0%+1.5%+1.5%
7D+7.0%+2.6%+4.4%+5.8%
30D+8.9%+23.9%-15.0%-1.4%
3M+4.5%+17.4%-12.9%-3.0%
6M+36.2%+28.0%+8.2%+20.9%
YTD+15.1%+11.6%+3.6%+8.0%
1Y+27.4%+16.9%+10.6%+16.7%
3Y+160.1%+51.6%+108.5%+98.0%
5Y-1.6%+48.0%-49.5%-25.2%
All-8.1%+322.1%-330.2%-59.4%

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