+8,129.3%
WST vs WCN
+8,007.2%
+122.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +1.1% | +0.4% | +0.6% | +0.9% |
| 30D | +12.4% | +25.3% | -12.9% | +6.0% |
| 3M | +17.6% | +15.4% | +2.1% | +13.2% |
| 6M | +28.3% | +27.8% | +0.4% | +20.1% |
| YTD | +50.5% | +10.6% | +39.9% | +46.0% |
| 1Y | +49.4% | +15.8% | +33.6% | +43.3% |
| 3Y | +21.9% | +50.3% | -28.4% | +9.7% |
| 5Y | +0.4% | +46.9% | -46.6% | -9.0% |
| 10Y | +451.5% | +318.8% | +132.7% | +304.3% |
| All | +8,129.3% | +8,007.2% | +122.2% | +4,295.9% |
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