+1,379.2%
WDC vs WCN
+20.9%
+1,358.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +1.8% |
| 7D | +6.0% | -0.4% | +6.4% | +5.9% |
| 30D | +9.9% | -2.1% | +12.1% | +9.4% |
| 3M | -9.4% | +6.4% | -15.8% | -9.2% |
| 6M | +94.7% | -3.7% | +98.4% | +96.8% |
| YTD | +177.4% | -6.4% | +183.7% | +181.6% |
| 1Y | +412.6% | -7.9% | +420.5% | +423.8% |
| All | +1,379.2% | +20.9% | +1,358.2% | +1,149.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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