+328.7%
WM vs WCN
+302.6%
+26.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.2% |
| 7D | -0.5% | +1.2% | -1.6% | -1.3% |
| 30D | +13.3% | +24.6% | -11.3% | -3.7% |
| 3M | +4.4% | +14.2% | -9.8% | -5.5% |
| 6M | +10.8% | +25.7% | -14.9% | -6.5% |
| YTD | +9.1% | +9.3% | -0.2% | +1.3% |
| 1Y | +19.1% | +15.3% | +3.8% | +6.3% |
| 3Y | +45.7% | +48.6% | -2.9% | +7.4% |
| 5Y | +60.4% | +46.9% | +13.5% | +18.0% |
| 10Y | +328.7% | +298.1% | +30.6% | +92.6% |
| All | +328.7% | +302.6% | +26.1% | +92.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling