+180.8%
NOK vs WCN
+18.2%
+162.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.3% |
| 7D | +8.7% | -4.4% | +13.1% | +8.7% |
| 30D | +12.5% | -4.4% | +16.9% | +12.5% |
| 3M | -20.7% | +0.5% | -21.2% | -21.5% |
| 6M | +36.2% | -3.3% | +39.4% | +35.7% |
| YTD | +64.1% | -8.5% | +72.6% | +65.0% |
| 1Y | +132.4% | -8.9% | +141.3% | +133.8% |
| All | +180.8% | +18.2% | +162.6% | +165.3% |
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 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