+8,098.2%
WST vs WCN
+8,078.4%
+19.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.6% |
| 7D | +4.9% | +1.2% | +3.7% | +4.5% |
| 30D | +10.7% | +26.4% | -15.8% | +4.2% |
| 3M | +16.8% | +17.5% | -0.7% | +12.0% |
| 6M | +32.0% | +28.7% | +3.2% | +23.4% |
| YTD | +49.9% | +11.5% | +38.4% | +45.2% |
| 1Y | +50.6% | +15.9% | +34.8% | +44.5% |
| 3Y | +21.4% | +51.6% | -30.2% | +9.1% |
| 5Y | -0.6% | +47.9% | -48.5% | -10.0% |
| 10Y | +449.4% | +322.5% | +127.0% | +301.9% |
| All | +8,098.2% | +8,078.4% | +19.8% | +4,269.7% |
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