+159.9%
DELL vs WCC
+22.3%
+137.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.7% | -5.5% | -6.0% |
| 7D | +4.9% | +9.9% | -5.1% | -1.4% |
| 30D | -32.1% | -8.4% | -23.6% | -27.5% |
| 3M | -30.2% | -10.3% | -19.9% | -24.6% |
| 6M | +41.7% | -10.5% | +52.2% | +50.9% |
| YTD | +176.6% | +32.2% | +144.4% | +131.5% |
| 1Y | +159.9% | +25.5% | +134.4% | +129.4% |
| All | +159.9% | +22.3% | +137.6% | +129.4% |
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