-53.6%
Z vs WCN
+16.1%
-69.7%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.7% | +8.2% |
| 7D | +10.2% | +6.7% | +3.5% | +7.3% |
| 30D | +23.7% | +24.3% | -0.6% | +15.0% |
| 3M | -6.6% | +16.1% | -22.7% | -12.0% |
| 6M | -23.0% | +19.9% | -43.0% | -27.8% |
| YTD | -50.3% | +10.1% | -60.4% | -53.1% |
| 1Y | -53.6% | +14.4% | -68.0% | -56.8% |
| All | -53.6% | +16.1% | -69.7% | -56.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling