+13.8%
WFC vs WCN
-9.4%
+23.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | +0.3% | -4.4% | +4.7% | +0.6% |
| 30D | +2.3% | -4.4% | +6.7% | +2.6% |
| 3M | +9.8% | +0.5% | +9.3% | +9.2% |
| 6M | +15.6% | -3.3% | +18.8% | +15.4% |
| YTD | -2.4% | -8.5% | +6.0% | -1.9% |
| 1Y | +13.8% | -8.9% | +22.8% | +15.4% |
| All | +13.8% | -9.4% | +23.3% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling