+237.9%
WCN vs DAR
+383.2%
-145.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.2% |
| 7D | -1.7% | -0.2% | -1.6% | -1.7% |
| 30D | -3.0% | +7.4% | -10.4% | -4.0% |
| 3M | +2.5% | +15.7% | -13.1% | +0.3% |
| 6M | -5.7% | +30.0% | -35.7% | -9.4% |
| YTD | -7.4% | +87.5% | -95.0% | -15.6% |
| 1Y | -8.6% | +113.4% | -122.0% | -18.5% |
| 3Y | +19.4% | +15.3% | +4.1% | +14.6% |
| 5Y | +27.2% | -4.3% | +31.5% | +22.7% |
| All | +237.9% | +383.2% | -145.4% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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