+504.4%
NOW vs WCN
+322.0%
+182.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.6% |
| 7D | -1.7% | +1.2% | -2.8% | -2.4% |
| 30D | -27.4% | +26.4% | -53.8% | -38.2% |
| 3M | -19.4% | +17.5% | -37.0% | -28.1% |
| 6M | +13.1% | +28.7% | -15.6% | -5.4% |
| YTD | -34.3% | +11.5% | -45.8% | -40.4% |
| 1Y | -41.8% | +15.9% | -57.6% | -48.9% |
| 3Y | -20.7% | +51.6% | -72.3% | -46.0% |
| 5Y | -27.2% | +47.9% | -75.1% | -50.1% |
| All | +504.4% | +322.0% | +182.5% | +83.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling