+790.0%
NOW vs WCN
+239.1%
+550.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.0% | -4.0% | -4.3% |
| 7D | -6.1% | -0.4% | -5.6% | -5.7% |
| 30D | +7.5% | -2.1% | +9.6% | +9.1% |
| 3M | +17.5% | +6.4% | +11.2% | +12.6% |
| 6M | +7.9% | -3.7% | +11.6% | +9.1% |
| YTD | -12.4% | -6.4% | -6.0% | -10.1% |
| 1Y | -28.6% | -7.9% | -20.6% | -26.3% |
| 3Y | +11.8% | +20.8% | -9.0% | -10.4% |
| 5Y | +2.6% | +29.0% | -26.3% | -22.7% |
| 10Y | +790.0% | +236.4% | +553.6% | +256.6% |
| All | +790.0% | +239.1% | +550.9% | +256.6% |
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