+87.5%
U vs WCN
+52.1%
+35.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +2.6% | +2.6% | 0.0% | +2.2% |
| 30D | +27.6% | +23.9% | +3.6% | +23.8% |
| 3M | +15.3% | +17.4% | -2.1% | +13.1% |
| 6M | +96.4% | +28.0% | +68.4% | +88.4% |
| YTD | +19.6% | +11.6% | +8.0% | +19.0% |
| 1Y | +42.1% | +16.9% | +25.2% | +39.6% |
| 3Y | +87.5% | +51.6% | +35.9% | +42.2% |
| All | +87.5% | +52.1% | +35.4% | +42.2% |
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