+43.4%
XRT vs WCN
+19.6%
+23.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -1.9% |
| 7D | -0.3% | -0.4% | +0.2% | -0.2% |
| 30D | -5.6% | -2.1% | -3.5% | -5.2% |
| 3M | +2.5% | +6.4% | -3.8% | +1.3% |
| 6M | +3.7% | -3.7% | +7.4% | +4.5% |
| YTD | +1.0% | -6.4% | +7.3% | +2.3% |
| 1Y | -1.2% | -7.9% | +6.7% | +0.6% |
| 3Y | +43.4% | +20.8% | +22.6% | +29.7% |
| All | +43.4% | +19.6% | +23.7% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling