+318.8%
WCN vs TAP
-47.8%
+366.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +0.4% | -8.0% | +8.4% | +2.1% |
| 30D | +25.3% | +4.1% | +21.2% | +24.4% |
| 3M | +15.4% | -4.4% | +19.8% | +16.3% |
| 6M | +27.8% | -1.9% | +29.8% | +28.1% |
| YTD | +10.6% | -12.1% | +22.6% | +12.5% |
| 1Y | +15.8% | -12.0% | +27.8% | +17.7% |
| 3Y | +50.3% | -25.0% | +75.3% | +56.2% |
| 5Y | +46.9% | -1.1% | +48.0% | +42.3% |
| 10Y | +318.8% | -47.6% | +366.4% | +326.8% |
| All | +318.8% | -47.8% | +366.6% | +326.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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