+9,788.6%
WCN vs IBN
+1,760.3%
+8,028.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | +2.6% | +1.9% | +0.7% | +2.3% |
| 30D | +23.9% | +22.1% | +1.8% | +20.2% |
| 3M | +17.4% | +17.1% | +0.3% | +14.6% |
| 6M | +28.0% | +35.5% | -7.5% | +22.1% |
| YTD | +11.6% | +16.8% | -5.3% | +8.6% |
| 1Y | +16.9% | +12.4% | +4.5% | +14.4% |
| 3Y | +51.6% | +58.0% | -6.4% | +40.1% |
| 5Y | +48.0% | +73.7% | -25.7% | +34.0% |
| 10Y | +322.6% | +385.6% | -63.0% | +214.7% |
| All | +9,788.6% | +1,760.3% | +8,028.2% | +4,586.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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