+319.1%
DELL vs WCC
+61.8%
+257.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | -0.3% |
| 7D | +14.9% | +4.5% | +10.4% | +12.6% |
| 30D | +13.3% | -5.8% | +19.1% | +16.3% |
| 3M | +24.4% | -3.7% | +28.1% | +24.9% |
| 6M | +258.0% | +23.1% | +235.0% | +225.7% |
| YTD | +320.2% | +44.2% | +276.0% | +254.3% |
| 1Y | +319.1% | +62.1% | +257.0% | +246.5% |
| All | +319.1% | +61.8% | +257.3% | +246.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling