+26.1%
WCN vs BRKR
-39.7%
+65.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -3.1% | -8.7% | +5.6% | -2.5% |
| 30D | -3.4% | -9.9% | +6.5% | -2.7% |
| 3M | +3.0% | -3.1% | +6.1% | +2.6% |
| 6M | -3.8% | +45.5% | -49.2% | -8.2% |
| YTD | -8.3% | +13.7% | -22.0% | -10.3% |
| 1Y | -9.7% | +67.4% | -77.2% | -15.4% |
| 3Y | +17.2% | -13.2% | +30.4% | +15.8% |
| All | +26.1% | -39.7% | +65.8% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling