+851.5%
DE vs WCC
+541.6%
+309.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.1% | -1.6% |
| 7D | -2.6% | +1.5% | -4.1% | -3.2% |
| 30D | +9.0% | -2.1% | +11.2% | +9.4% |
| 3M | +19.1% | +3.8% | +15.3% | +16.4% |
| 6M | +14.4% | +35.0% | -20.6% | +1.4% |
| YTD | +45.9% | +46.4% | -0.4% | +25.3% |
| 1Y | +43.6% | +63.0% | -19.4% | +17.6% |
| 3Y | +75.9% | +133.9% | -58.1% | +17.9% |
| 5Y | +98.8% | +226.5% | -127.8% | +9.3% |
| All | +851.5% | +541.6% | +309.8% | +260.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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