+1,112.1%
PSX vs WCN
+760.4%
+351.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.7% |
| 7D | +4.5% | -0.6% | +5.2% | +4.8% |
| 30D | +26.6% | +0.4% | +26.2% | +26.3% |
| 3M | +39.3% | +7.3% | +31.9% | +34.4% |
| 6M | +56.8% | -2.5% | +59.3% | +57.3% |
| YTD | +101.8% | -5.4% | +107.2% | +104.6% |
| 1Y | +99.6% | -8.5% | +108.1% | +104.8% |
| 3Y | +140.3% | +20.8% | +119.6% | +110.6% |
| 5Y | +339.3% | +30.0% | +309.3% | +260.7% |
| 10Y | +369.9% | +238.4% | +131.4% | +135.9% |
| All | +1,112.1% | +760.4% | +351.7% | +319.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling