-9.7%
WCN vs UUUU
+3.5%
-13.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | 0.0% |
| 7D | -3.1% | -10.5% | +7.4% | -3.4% |
| 30D | -3.4% | -10.5% | +7.1% | -3.7% |
| 3M | +3.0% | -14.1% | +17.1% | +2.9% |
| 6M | -3.8% | -35.5% | +31.7% | -4.0% |
| YTD | -8.3% | -10.9% | +2.6% | -8.7% |
| 1Y | -9.7% | +3.4% | -13.1% | -5.4% |
| All | -9.7% | +3.5% | -13.3% | -5.4% |
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