+4,338.1%
WDC vs WCN
+6,839.3%
-2,501.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.0% | +6.2% |
| 7D | +1.7% | -0.6% | +2.4% | +1.9% |
| 30D | -10.0% | +0.4% | -10.4% | -10.3% |
| 3M | -18.8% | +7.3% | -26.1% | -21.6% |
| 6M | +79.0% | -2.5% | +81.5% | +77.2% |
| YTD | +171.6% | -5.4% | +176.9% | +170.4% |
| 1Y | +417.4% | -8.5% | +425.8% | +418.1% |
| 3Y | +1,251.8% | +20.8% | +1,231.0% | +1,129.0% |
| 5Y | +911.7% | +30.0% | +881.7% | +793.7% |
| 10Y | +1,399.6% | +238.4% | +1,161.2% | +897.0% |
| All | +4,338.1% | +6,839.3% | -2,501.2% | +1,396.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling