+1,381.0%
NET vs WCN
+125.4%
+1,255.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.3% | -4.1% |
| 7D | -16.4% | +6.7% | -23.1% | -19.5% |
| 30D | -25.8% | +24.3% | -50.2% | -35.2% |
| 3M | -11.5% | +16.1% | -27.6% | -19.6% |
| 6M | +18.9% | +19.9% | -1.0% | +5.0% |
| YTD | +35.2% | +10.1% | +25.1% | +24.9% |
| 1Y | +14.5% | +14.4% | 0.0% | +2.6% |
| 3Y | +313.8% | +46.9% | +266.9% | +194.9% |
| 5Y | +32.6% | +45.8% | -13.3% | -5.2% |
| All | +1,381.0% | +125.4% | +1,255.6% | +754.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling