+649.0%
P vs WCN
+322.0%
+327.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +3.0% |
| 7D | +17.8% | +1.2% | +16.7% | +17.2% |
| 30D | -29.9% | +26.4% | -56.3% | -38.2% |
| 3M | -1.2% | +17.5% | -18.7% | -9.6% |
| 6M | +32.1% | +28.7% | +3.4% | +13.0% |
| YTD | +64.3% | +11.5% | +52.8% | +51.6% |
| 1Y | +24.3% | +15.9% | +8.4% | +11.6% |
| 3Y | +203.2% | +51.6% | +151.6% | +116.4% |
| 5Y | +290.4% | +47.9% | +242.5% | +177.8% |
| All | +649.0% | +322.0% | +327.0% | +189.0% |
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