+482.1%
WWD vs WCN
+235.9%
+246.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.2% |
| 7D | -2.6% | -3.1% | +0.5% | -0.8% |
| 30D | -6.9% | -3.4% | -3.5% | -5.1% |
| 3M | -13.0% | +3.0% | -16.0% | -15.1% |
| 6M | -12.5% | -3.8% | -8.7% | -11.7% |
| YTD | +11.8% | -8.3% | +20.2% | +15.7% |
| 1Y | +41.1% | -9.7% | +50.8% | +46.9% |
| 3Y | +163.1% | +17.2% | +145.9% | +124.9% |
| 5Y | +187.6% | +25.3% | +162.4% | +129.5% |
| All | +482.1% | +235.9% | +246.2% | +195.2% |
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