-8.5%
WCN vs UUUU
+27.9%
-36.4%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.1% |
| 7D | -0.6% | -1.4% | +0.7% | -0.7% |
| 30D | +0.4% | +16.3% | -15.9% | +1.0% |
| 3M | +7.3% | -16.7% | +24.0% | +7.5% |
| 6M | -2.5% | -33.7% | +31.2% | -2.4% |
| YTD | -5.4% | -0.5% | -4.9% | -5.4% |
| 1Y | -8.5% | +28.9% | -37.3% | -4.5% |
| All | -8.5% | +27.9% | -36.4% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling