+48.6%
WCN vs URA
+49.7%
-1.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.7% | +0.6% |
| 7D | +1.2% | +4.3% | -3.1% | +1.2% |
| 30D | +24.6% | -11.7% | +36.3% | +24.6% |
| 3M | +14.2% | -23.5% | +37.7% | +14.3% |
| 6M | +25.7% | -37.8% | +63.4% | +26.7% |
| YTD | +9.3% | -19.6% | +28.9% | +8.4% |
| 1Y | +15.3% | -24.8% | +40.1% | +14.8% |
| 3Y | +48.6% | +47.0% | +1.6% | +32.1% |
| All | +48.6% | +49.7% | -1.1% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling