+152.3%
W vs WCN
+235.2%
-82.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.5% | -1.8% |
| 7D | +0.5% | -4.4% | +4.9% | +4.0% |
| 30D | -5.6% | -4.4% | -1.1% | -2.2% |
| 3M | +41.9% | +0.5% | +41.4% | +39.8% |
| 6M | +30.2% | -3.3% | +33.5% | +30.4% |
| YTD | -2.9% | -8.5% | +5.5% | +0.9% |
| 1Y | +11.6% | -8.9% | +20.5% | +16.1% |
| 3Y | +37.0% | +18.0% | +18.9% | +3.7% |
| 5Y | -62.8% | +25.0% | -87.9% | -73.1% |
| All | +152.3% | +235.2% | -82.9% | +0.5% |
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 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