+991.6%
WDC vs WCN
+27.0%
+964.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.1% |
| 7D | +7.5% | -1.7% | +9.2% | +7.5% |
| 30D | +10.1% | -3.0% | +13.0% | +10.2% |
| 3M | -6.8% | +2.5% | -9.4% | -8.1% |
| 6M | +84.1% | -5.7% | +89.8% | +85.1% |
| YTD | +180.3% | -7.4% | +187.7% | +182.9% |
| 1Y | +411.1% | -8.6% | +419.7% | +416.5% |
| 3Y | +1,375.0% | +19.4% | +1,355.6% | +1,184.5% |
| 5Y | +991.6% | +27.2% | +964.4% | +789.1% |
| All | +991.6% | +27.0% | +964.5% | +789.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling