+9,799.2%
WWD vs WCN
+6,839.3%
+2,959.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.5% |
| 7D | +1.3% | -0.6% | +1.9% | +1.5% |
| 30D | -7.2% | +0.4% | -7.6% | -7.4% |
| 3M | -3.8% | +7.3% | -11.2% | -6.6% |
| 6M | -9.9% | -2.5% | -7.4% | -9.8% |
| YTD | +14.8% | -5.4% | +20.2% | +15.9% |
| 1Y | +42.1% | -8.5% | +50.5% | +44.9% |
| 3Y | +170.8% | +20.8% | +150.0% | +148.6% |
| 5Y | +197.5% | +30.0% | +167.5% | +164.9% |
| 10Y | +477.8% | +238.4% | +239.4% | +278.4% |
| All | +9,799.2% | +6,839.3% | +2,959.9% | +3,924.0% |
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