+29.7%
Q vs WCN
-6.8%
+36.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +2.0% |
| 7D | +6.7% | -0.4% | +7.2% | +6.6% |
| 30D | -10.6% | -2.1% | -8.5% | -11.2% |
| 3M | -14.6% | +6.4% | -21.0% | -14.3% |
| 6M | +12.1% | -3.7% | +15.7% | +16.1% |
| YTD | +51.3% | -6.4% | +57.6% | +56.3% |
| All | +29.7% | -6.8% | +36.5% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling