+506.3%
NOW vs WCN
+300.6%
+205.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.4% |
| 7D | -8.7% | +2.6% | -11.4% | -10.3% |
| 30D | -29.3% | +25.3% | -54.6% | -39.5% |
| 3M | -21.8% | +15.2% | -37.1% | -29.3% |
| 6M | +9.2% | +26.4% | -17.2% | -7.5% |
| YTD | -35.0% | +9.9% | -44.9% | -40.5% |
| 1Y | -42.5% | +16.2% | -58.7% | -49.7% |
| 3Y | -21.5% | +49.4% | -70.9% | -46.0% |
| 5Y | -25.8% | +46.2% | -71.9% | -48.7% |
| 10Y | +506.3% | +305.7% | +200.6% | +97.5% |
| All | +506.3% | +300.6% | +205.8% | +97.5% |
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