+4,681.2%
DELL vs WCC
+518.1%
+4,163.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | 0.0% |
| 7D | +14.9% | +4.5% | +10.4% | +13.0% |
| 30D | +13.3% | -5.8% | +19.1% | +15.8% |
| 3M | +24.4% | -3.7% | +28.1% | +26.3% |
| 6M | +258.0% | +23.1% | +235.0% | +229.0% |
| YTD | +320.2% | +44.2% | +276.0% | +262.2% |
| 1Y | +319.1% | +62.1% | +257.0% | +244.7% |
| 3Y | +706.5% | +121.1% | +585.4% | +472.6% |
| 5Y | +1,071.9% | +214.0% | +858.0% | +603.5% |
| 10Y | +4,683.5% | +472.8% | +4,210.7% | +1,818.5% |
| All | +4,681.2% | +518.1% | +4,163.2% | +1,809.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling