+569.8%
DELL vs WCC
+139.9%
+429.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.7% | -5.5% | -6.4% |
| 7D | +4.9% | +9.9% | -5.1% | +0.4% |
| 30D | -32.1% | -8.4% | -23.6% | -28.6% |
| 3M | -30.2% | -10.3% | -19.9% | -25.8% |
| 6M | +41.7% | -10.5% | +52.2% | +50.3% |
| YTD | +176.6% | +32.2% | +144.4% | +145.6% |
| 1Y | +159.9% | +25.5% | +134.4% | +136.4% |
| 3Y | +388.0% | +134.7% | +253.3% | +230.0% |
| All | +569.8% | +139.9% | +429.9% | +305.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling