+365.6%
NDAQ vs WCN
+235.2%
+130.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.7% |
| 7D | -6.8% | -4.4% | -2.4% | -4.2% |
| 30D | -3.2% | -4.4% | +1.3% | -0.5% |
| 3M | +6.5% | +0.5% | +6.0% | +5.8% |
| 6M | +5.7% | -3.3% | +9.0% | +7.0% |
| YTD | -4.6% | -8.5% | +3.9% | -0.5% |
| 1Y | -1.6% | -8.9% | +7.4% | +2.5% |
| 3Y | +86.4% | +18.0% | +68.4% | +60.8% |
| 5Y | +50.3% | +25.0% | +25.3% | +22.4% |
| All | +365.6% | +235.2% | +130.4% | +126.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling