-16.3%
NOW vs WCN
+45.2%
-61.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | -3.0% | +2.9% | -5.9% | -3.6% |
| 30D | -26.0% | +22.1% | -48.1% | -29.3% |
| 3M | -13.1% | +13.2% | -26.3% | -15.6% |
| 6M | +14.5% | +23.7% | -9.2% | +10.0% |
| YTD | -33.4% | +8.7% | -42.2% | -34.1% |
| 1Y | -40.6% | +15.3% | -56.0% | -42.5% |
| 3Y | -16.3% | +46.0% | -62.3% | -25.2% |
| All | -16.3% | +45.2% | -61.5% | -25.2% |
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