+32.0%
Q vs WCN
-7.9%
+39.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +1.4% |
| 7D | +6.6% | -1.7% | +8.3% | +6.0% |
| 30D | -6.6% | -3.0% | -3.6% | -7.4% |
| 3M | -13.2% | +2.5% | -15.8% | -13.1% |
| 6M | +9.9% | -5.7% | +15.6% | +13.9% |
| YTD | +53.9% | -7.4% | +61.4% | +58.4% |
| All | +32.0% | -7.9% | +39.9% | +36.9% |
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