+327.1%
NET vs WCN
+20.7%
+306.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.7% |
| 7D | -7.0% | -0.6% | -6.3% | -6.8% |
| 30D | -4.8% | +0.4% | -5.2% | -4.9% |
| 3M | +3.8% | +7.3% | -3.5% | +1.8% |
| 6M | +50.0% | -2.5% | +52.5% | +50.8% |
| YTD | +41.5% | -5.4% | +46.8% | +43.2% |
| 1Y | +32.8% | -8.5% | +41.3% | +36.4% |
| All | +327.1% | +20.7% | +306.3% | +273.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling