+70.3%
PR vs WCN
+300.6%
-230.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | -9.5% | +2.6% | -12.1% | -10.2% |
| 30D | -5.7% | +25.3% | -31.0% | -11.5% |
| 3M | +3.0% | +15.2% | -12.2% | -1.2% |
| 6M | +11.8% | +26.4% | -14.6% | +4.4% |
| YTD | +58.5% | +9.9% | +48.6% | +53.5% |
| 1Y | +69.9% | +16.2% | +53.7% | +61.9% |
| 3Y | +84.9% | +49.4% | +35.5% | +62.6% |
| 5Y | +246.4% | +46.2% | +200.3% | +205.8% |
| 10Y | +70.3% | +305.7% | -235.4% | +30.8% |
| All | +70.3% | +300.6% | -230.3% | +30.8% |
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