+360.4%
T vs WCN
+8,080.5%
-7,720.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.5% | +2.6% | 0.0% | +2.0% |
| 30D | -3.8% | +23.9% | -27.7% | -7.7% |
| 3M | -8.7% | +17.4% | -26.2% | -11.6% |
| 6M | -8.1% | +28.0% | -36.1% | -12.4% |
| YTD | -6.4% | +11.6% | -18.0% | -8.8% |
| 1Y | -9.8% | +16.9% | -26.6% | -12.8% |
| 3Y | +65.5% | +51.6% | +13.9% | +52.1% |
| 5Y | +57.0% | +48.0% | +9.0% | +44.1% |
| 10Y | +60.8% | +322.6% | -261.8% | +23.7% |
| All | +360.4% | +8,080.5% | -7,720.1% | +163.9% |
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