+18.0%
Q vs WCN
+16.1%
+1.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | +1.3% |
| 7D | -3.3% | +6.7% | -10.0% | -0.1% |
| 30D | -9.7% | +24.3% | -34.0% | 0.0% |
| 3M | -16.1% | +16.1% | -32.2% | -9.3% |
| 6M | -15.7% | +19.9% | -35.6% | -7.5% |
| YTD | +45.7% | +10.1% | +35.6% | +63.6% |
| 1Y | +18.0% | +14.4% | +3.6% | +28.7% |
| All | +18.0% | +16.1% | +1.9% | +28.7% |
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 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