+4,522.3%
WCN vs BRKR
+172.5%
+4,349.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -3.1% | -8.7% | +5.6% | -2.2% |
| 30D | -3.4% | -9.9% | +6.5% | -2.4% |
| 3M | +3.0% | -3.1% | +6.1% | +2.6% |
| 6M | -3.8% | +45.5% | -49.2% | -8.9% |
| YTD | -8.3% | +13.7% | -22.0% | -11.0% |
| 1Y | -9.7% | +67.4% | -77.2% | -16.3% |
| 3Y | +17.2% | -13.2% | +30.4% | +14.3% |
| 5Y | +25.3% | -39.5% | +64.8% | +26.0% |
| 10Y | +235.4% | +153.5% | +81.9% | +185.4% |
| All | +4,522.3% | +172.5% | +4,349.8% | +3,080.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling