+261.5%
WAB vs WCN
+322.1%
-60.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.9% |
| 7D | +5.1% | +2.6% | +2.5% | +3.9% |
| 30D | +4.0% | +23.9% | -19.9% | -5.8% |
| 3M | +0.1% | +17.4% | -17.3% | -7.2% |
| 6M | +12.8% | +28.0% | -15.2% | -0.2% |
| YTD | +40.1% | +11.6% | +28.5% | +31.5% |
| 1Y | +46.4% | +16.9% | +29.5% | +34.1% |
| 3Y | +167.4% | +51.6% | +115.8% | +108.3% |
| 5Y | +215.0% | +48.0% | +167.1% | +145.3% |
| All | +261.5% | +322.1% | -60.6% | +93.0% |
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