+30.1%
Q vs WCN
+9.4%
+20.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -0.9% |
| 7D | +4.0% | +2.6% | +1.4% | +5.3% |
| 30D | -2.3% | +25.3% | -27.7% | +7.9% |
| 3M | -7.9% | +15.2% | -23.1% | -1.0% |
| 6M | -16.0% | +26.4% | -42.4% | -9.0% |
| YTD | +51.7% | +9.9% | +41.8% | +69.4% |
| 1Y | +28.3% | +16.2% | +12.2% | +42.6% |
| All | +30.1% | +9.4% | +20.7% | +46.4% |
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