Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PL vs WCN✓SelectedUSD · WCNPL vs WCN performance historyLatest closeAs of-1.25%09/04
Stock and ETF performance explorer

PL vs WCN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-58.4%
WCN return
+8.0%
Excess return
-66.3%
Maximum drawdown
-58.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioWCNExcessAlpha
1D-1.3%-1.2%-0.1%-3.2%
7D-9.3%-0.6%-8.7%-10.1%
30D-18.9%+0.4%-19.4%-18.0%
3M-58.4%+7.3%-65.7%-51.2%
All-58.4%+8.0%-66.3%-51.2%

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 3mo: 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…

3mo analysis · Full analysis span regression · Available span rolling