-23.3%
MKC vs WCN
-8.7%
-14.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | -5.9% | -0.6% | -5.2% | -5.7% |
| 30D | -0.9% | +0.4% | -1.3% | -1.0% |
| 3M | +12.7% | +7.3% | +5.4% | +11.2% |
| 6M | -19.3% | -2.5% | -16.8% | -19.1% |
| YTD | -22.2% | -5.4% | -16.8% | -20.3% |
| 1Y | -23.3% | -8.5% | -14.9% | -20.2% |
| All | -23.3% | -8.7% | -14.6% | -20.2% |
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 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