+322.4%
NET vs WCN
+47.0%
+275.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.3% | -2.8% |
| 7D | -16.4% | +6.7% | -23.1% | -16.8% |
| 30D | -25.8% | +24.3% | -50.2% | -27.6% |
| 3M | -11.5% | +16.1% | -27.6% | -12.7% |
| 6M | +18.9% | +19.9% | -1.0% | +16.2% |
| YTD | +35.2% | +10.1% | +25.1% | +35.0% |
| 1Y | +14.5% | +14.4% | 0.0% | +12.7% |
| All | +322.4% | +47.0% | +275.4% | +238.9% |
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