+112.5%
NET vs WCN
+30.3%
+82.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.2% |
| 7D | -7.0% | -0.6% | -6.3% | -6.5% |
| 30D | -4.8% | +0.4% | -5.2% | -5.2% |
| 3M | +3.8% | +7.3% | -3.5% | -2.0% |
| 6M | +50.0% | -2.5% | +52.5% | +50.4% |
| YTD | +41.5% | -5.4% | +46.8% | +44.4% |
| 1Y | +32.8% | -8.5% | +41.3% | +38.1% |
| 3Y | +335.9% | +20.8% | +315.1% | +221.3% |
| All | +112.5% | +30.3% | +82.1% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling