-23.8%
SPOT vs WCN
-9.1%
-14.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.1% | -3.1% | 0.0% | -2.5% |
| 30D | +7.4% | -3.4% | +10.8% | +8.1% |
| 3M | +8.2% | +3.0% | +5.2% | +7.8% |
| 6M | +2.2% | -3.8% | +6.0% | +3.2% |
| YTD | -9.5% | -8.3% | -1.1% | -8.7% |
| 1Y | -23.8% | -9.7% | -14.1% | -23.6% |
| All | -23.8% | -9.1% | -14.7% | -23.6% |
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