+226.7%
SLV vs WCN
+1,834.2%
-1,607.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -3.4% |
| 7D | -3.9% | +1.2% | -5.0% | -4.0% |
| 30D | -15.6% | +26.4% | -42.1% | -18.4% |
| 3M | -23.6% | +17.5% | -41.1% | -25.4% |
| 6M | -42.6% | +28.7% | -71.3% | -44.8% |
| YTD | -30.0% | +11.5% | -41.5% | -31.3% |
| 1Y | -6.6% | +15.9% | -22.5% | -8.9% |
| 3Y | +121.8% | +51.6% | +70.2% | +107.3% |
| 5Y | +92.7% | +47.9% | +44.7% | +80.1% |
| 10Y | +174.0% | +322.5% | -148.5% | +122.8% |
| All | +226.7% | +1,834.2% | -1,607.5% | +98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling