+87.8%
M vs WCN
+7,961.2%
-7,873.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +5.0% | +2.6% | +2.4% | +4.3% |
| 30D | +10.6% | +25.3% | -14.7% | +3.6% |
| 3M | +1.6% | +15.2% | -13.6% | -2.5% |
| 6M | +30.8% | +26.4% | +4.4% | +21.9% |
| YTD | +16.9% | +9.9% | +7.0% | +12.7% |
| 1Y | +26.3% | +16.2% | +10.1% | +19.7% |
| 3Y | +158.6% | +49.4% | +109.2% | +125.2% |
| 5Y | +2.1% | +46.2% | -44.1% | -10.7% |
| 10Y | -4.3% | +305.7% | -310.0% | -36.9% |
| All | +87.8% | +7,961.2% | -7,873.3% | -16.0% |
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