+217.0%
MAS vs WCN
+309.3%
-92.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | -0.1% |
| 7D | -1.8% | +0.4% | -2.2% | -2.0% |
| 30D | +23.6% | +25.3% | -1.7% | +10.7% |
| 3M | +12.4% | +15.4% | -3.0% | +4.8% |
| 6M | +21.9% | +27.8% | -6.0% | +7.5% |
| YTD | +36.1% | +10.6% | +25.6% | +27.9% |
| 1Y | +39.5% | +15.8% | +23.7% | +27.8% |
| 3Y | +59.1% | +50.3% | +8.9% | +21.9% |
| 5Y | +44.4% | +46.9% | -2.5% | +9.9% |
| 10Y | +217.0% | +318.8% | -101.8% | +38.4% |
| All | +217.0% | +309.3% | -92.3% | +38.4% |
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