+305.7%
WCN vs RBA
+225.5%
+80.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +2.6% | +3.2% | -0.6% | +1.9% |
| 30D | +25.3% | +12.0% | +13.3% | +22.2% |
| 3M | +15.2% | +2.9% | +12.3% | +14.2% |
| 6M | +26.4% | -6.3% | +32.7% | +27.3% |
| YTD | +9.9% | -5.9% | +15.8% | +10.5% |
| 1Y | +16.2% | -3.9% | +20.1% | +16.1% |
| 3Y | +49.4% | +64.9% | -15.5% | +31.9% |
| 5Y | +46.2% | +48.5% | -2.3% | +29.4% |
| 10Y | +305.7% | +211.8% | +93.9% | +191.0% |
| All | +305.7% | +225.5% | +80.2% | +191.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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