+375.1%
META vs WCN
+239.1%
+135.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | 0.0% |
| 7D | +6.0% | -0.4% | +6.5% | +6.3% |
| 30D | +3.6% | -2.1% | +5.7% | +4.7% |
| 3M | +4.9% | +6.4% | -1.5% | +1.2% |
| 6M | -4.7% | -3.7% | -1.0% | -3.7% |
| YTD | -6.9% | -6.4% | -0.5% | -4.8% |
| 1Y | -18.2% | -7.9% | -10.2% | -16.0% |
| 3Y | +107.8% | +20.8% | +86.9% | +76.4% |
| 5Y | +63.9% | +29.0% | +34.9% | +31.0% |
| 10Y | +375.1% | +236.4% | +138.7% | +117.2% |
| All | +375.1% | +239.1% | +135.9% | +117.2% |
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