+1,277.6%
WCN vs UUUU
-92.5%
+1,370.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | -0.9% |
| 7D | -4.4% | -5.0% | +0.6% | -4.3% |
| 30D | -4.4% | -7.8% | +3.3% | -4.3% |
| 3M | +0.5% | -0.4% | +0.9% | +0.3% |
| 6M | -3.3% | -32.9% | +29.6% | -2.6% |
| YTD | -8.5% | -6.3% | -2.2% | -9.2% |
| 1Y | -8.9% | +7.9% | -16.8% | -10.5% |
| 3Y | +18.0% | +85.2% | -67.1% | +12.2% |
| 5Y | +25.0% | +97.0% | -71.9% | +16.8% |
| 10Y | +234.7% | +492.6% | -257.9% | +190.0% |
| All | +1,277.6% | -92.5% | +1,370.0% | +1,121.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling