+119.0%
PAAS vs WCN
+30.3%
+88.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.0% |
| 7D | -2.9% | -0.6% | -2.3% | -2.6% |
| 30D | +6.8% | +0.4% | +6.4% | +6.6% |
| 3M | -2.9% | +7.3% | -10.2% | -6.5% |
| 6M | -16.4% | -2.5% | -13.9% | -16.2% |
| YTD | 0.0% | -5.4% | +5.4% | +2.0% |
| 1Y | +54.3% | -8.5% | +62.8% | +59.8% |
| 3Y | +230.7% | +20.8% | +209.9% | +202.8% |
| All | +119.0% | +30.3% | +88.6% | +91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling