+1,133.9%
WCN vs URA
-49.7%
+1,183.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.4% |
| 7D | +0.4% | +2.9% | -2.5% | 0.0% |
| 30D | +25.3% | -10.8% | +36.1% | +26.8% |
| 3M | +15.4% | -25.5% | +41.0% | +19.3% |
| 6M | +27.8% | -41.2% | +69.1% | +35.7% |
| YTD | +10.6% | -21.3% | +31.8% | +11.3% |
| 1Y | +15.8% | -25.7% | +41.5% | +17.3% |
| 3Y | +50.3% | +43.1% | +7.2% | +32.9% |
| 5Y | +46.9% | +35.6% | +11.3% | +28.0% |
| 10Y | +318.8% | +281.3% | +37.5% | +183.8% |
| All | +1,133.9% | -49.7% | +1,183.6% | +986.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling