+634.6%
P vs WCN
+322.1%
+312.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +11.6% | +2.6% | +9.0% | +10.4% |
| 30D | -23.7% | +23.9% | -47.6% | -32.0% |
| 3M | -8.0% | +17.4% | -25.4% | -15.8% |
| 6M | +27.9% | +28.0% | -0.1% | +9.7% |
| YTD | +61.2% | +11.6% | +49.6% | +48.7% |
| 1Y | +28.6% | +16.9% | +11.8% | +14.8% |
| 3Y | +200.5% | +51.6% | +148.9% | +114.5% |
| 5Y | +282.9% | +48.0% | +235.0% | +172.4% |
| All | +634.6% | +322.1% | +312.6% | +183.4% |
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