+4,404.4%
DELL vs WCC
+541.6%
+3,862.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.7% | +8.2% | +10.5% |
| 7D | +8.2% | +1.5% | +6.7% | +7.8% |
| 30D | +17.1% | -2.1% | +19.2% | +18.2% |
| 3M | +45.2% | +3.8% | +41.3% | +43.4% |
| 6M | +286.8% | +35.0% | +251.8% | +244.2% |
| YTD | +354.8% | +46.4% | +308.4% | +290.1% |
| 1Y | +358.3% | +63.0% | +295.3% | +276.4% |
| 3Y | +724.9% | +133.9% | +591.0% | +474.2% |
| 5Y | +1,193.7% | +226.5% | +967.2% | +665.3% |
| All | +4,404.4% | +541.6% | +3,862.8% | +1,665.5% |
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 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