+365.6%
PSX vs WCN
+28.6%
+337.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.8% |
| 7D | +2.8% | -0.4% | +3.3% | +2.9% |
| 30D | +27.8% | -2.1% | +29.9% | +28.2% |
| 3M | +42.0% | +6.4% | +35.7% | +40.3% |
| 6M | +58.1% | -3.7% | +61.8% | +58.8% |
| YTD | +105.0% | -6.4% | +111.4% | +106.8% |
| 1Y | +104.9% | -7.9% | +112.9% | +107.3% |
| 3Y | +134.1% | +20.8% | +113.3% | +121.8% |
| All | +365.6% | +28.6% | +337.0% | +340.7% |
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