+183.8%
WY vs WCN
+6,767.3%
-6,583.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | -2.1% | -0.4% | -1.6% | -1.9% |
| 30D | -10.5% | -2.1% | -8.4% | -9.9% |
| 3M | -4.9% | +6.4% | -11.2% | -6.7% |
| 6M | -4.9% | -3.7% | -1.2% | -4.2% |
| YTD | -1.7% | -6.4% | +4.7% | -0.3% |
| 1Y | -9.4% | -7.9% | -1.4% | -7.7% |
| 3Y | -22.3% | +20.8% | -43.1% | -27.5% |
| 5Y | -20.5% | +29.0% | -49.5% | -27.5% |
| 10Y | +4.9% | +236.4% | -231.4% | -24.1% |
| All | +183.8% | +6,767.3% | -6,583.5% | +42.4% |
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