+851.5%
DE vs WCN
+235.9%
+615.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.6% | -3.1% | +0.5% | -0.9% |
| 30D | +9.0% | -3.4% | +12.4% | +11.0% |
| 3M | +19.1% | +3.0% | +16.2% | +16.6% |
| 6M | +14.4% | -3.8% | +18.1% | +15.5% |
| YTD | +45.9% | -8.3% | +54.3% | +51.1% |
| 1Y | +43.6% | -9.7% | +53.3% | +49.6% |
| 3Y | +75.9% | +17.2% | +58.7% | +52.5% |
| 5Y | +98.8% | +25.3% | +73.5% | +62.0% |
| All | +851.5% | +235.9% | +615.6% | +385.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling