+29.7%
Q vs WCN
-8.9%
+38.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -2.1% |
| 7D | +4.1% | -4.4% | +8.5% | +2.5% |
| 30D | -10.7% | -4.4% | -6.3% | -12.0% |
| 3M | -11.7% | +0.5% | -12.2% | -11.8% |
| 6M | +8.3% | -3.3% | +11.6% | +10.0% |
| YTD | +51.3% | -8.5% | +59.8% | +55.1% |
| All | +29.7% | -8.9% | +38.7% | +34.0% |
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