+1,449.6%
NET vs WCN
+93.7%
+1,355.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.3% |
| 7D | -7.0% | -0.6% | -6.3% | -6.6% |
| 30D | -4.8% | +0.4% | -5.2% | -5.1% |
| 3M | +3.8% | +7.3% | -3.5% | -1.5% |
| 6M | +50.0% | -2.5% | +52.5% | +50.2% |
| YTD | +41.5% | -5.4% | +46.8% | +43.9% |
| 1Y | +32.8% | -8.5% | +41.3% | +37.0% |
| 3Y | +335.9% | +20.8% | +315.1% | +253.4% |
| 5Y | +113.8% | +30.0% | +83.8% | +65.0% |
| All | +1,449.6% | +93.7% | +1,355.8% | +884.1% |
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