+0.8%
META vs WCN
+16.1%
-15.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.3% | +1.7% |
| 7D | +2.9% | +6.7% | -3.8% | +3.4% |
| 30D | -15.1% | +24.3% | -39.4% | -14.3% |
| 3M | +7.2% | +16.1% | -8.9% | +8.6% |
| 6M | +3.4% | +19.9% | -16.6% | +4.9% |
| YTD | -4.3% | +10.1% | -14.4% | -1.8% |
| 1Y | +0.8% | +14.4% | -13.6% | +3.8% |
| All | +0.8% | +16.1% | -15.3% | +3.8% |
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 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