+5,263.8%
DE vs WCC
+1,713.7%
+3,550.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | -1.2% |
| 7D | +10.0% | +4.5% | +5.6% | +8.6% |
| 30D | +13.3% | -5.8% | +19.1% | +15.0% |
| 3M | +17.5% | -3.7% | +21.2% | +17.8% |
| 6M | +13.6% | +23.1% | -9.5% | +5.6% |
| YTD | +49.8% | +44.2% | +5.6% | +32.6% |
| 1Y | +47.9% | +62.1% | -14.2% | +25.6% |
| 3Y | +72.5% | +121.1% | -48.6% | +27.2% |
| 5Y | +90.2% | +214.0% | -123.7% | +21.6% |
| 10Y | +865.4% | +472.8% | +392.6% | +375.9% |
| All | +5,263.8% | +1,713.7% | +3,550.1% | +1,647.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling