+3,781.0%
SHOP vs WCN
+322.1%
+3,458.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.2% | +2.6% | -3.8% | -3.1% |
| 30D | -14.7% | +23.9% | -38.7% | -28.0% |
| 3M | -7.2% | +17.4% | -24.6% | -18.4% |
| 6M | +54.2% | +28.0% | +26.2% | +26.0% |
| YTD | -8.6% | +11.6% | -20.2% | -17.7% |
| 1Y | +0.5% | +16.9% | -16.4% | -13.1% |
| 3Y | +135.9% | +51.6% | +84.4% | +56.6% |
| 5Y | -11.9% | +48.0% | -59.9% | -39.8% |
| All | +3,781.0% | +322.1% | +3,458.9% | +1,090.7% |
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 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