+183.5%
MAR vs WCN
+48.0%
+135.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.6% | +2.6% | -1.0% | +0.7% |
| 30D | +13.8% | +23.9% | -10.1% | +5.4% |
| 3M | +20.3% | +17.4% | +2.9% | +13.5% |
| 6M | +21.3% | +28.0% | -6.7% | +10.6% |
| YTD | +37.2% | +11.6% | +25.7% | +31.3% |
| 1Y | +48.4% | +16.9% | +31.6% | +39.4% |
| 3Y | +120.1% | +51.6% | +68.5% | +81.4% |
| All | +183.5% | +48.0% | +135.6% | +142.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling