+96.9%
PSX vs WCN
+16.1%
+80.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -4.5% |
| 7D | -5.2% | +6.7% | -11.9% | -5.1% |
| 30D | -3.7% | +24.3% | -28.1% | -3.4% |
| 3M | +26.8% | +16.1% | +10.7% | +27.7% |
| 6M | +47.3% | +19.9% | +27.4% | +47.5% |
| YTD | +105.4% | +10.1% | +95.3% | +106.8% |
| 1Y | +96.9% | +14.4% | +82.5% | +99.5% |
| All | +96.9% | +16.1% | +80.8% | +99.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling