+9.4%
MMM vs WCN
-8.7%
+18.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.8% |
| 7D | -2.6% | -1.7% | -0.8% | -2.5% |
| 30D | -9.3% | -3.0% | -6.3% | -9.2% |
| 3M | +5.6% | +2.5% | +3.0% | +5.3% |
| 6M | +9.5% | -5.7% | +15.2% | +9.9% |
| YTD | +4.1% | -7.4% | +11.6% | +4.7% |
| 1Y | +9.4% | -8.6% | +18.0% | +11.8% |
| All | +9.4% | -8.7% | +18.1% | +11.8% |
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