+591.6%
DG vs WCN
+1,488.1%
-896.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +0.3% | +2.6% | -2.3% | -0.6% |
| 30D | +3.2% | +23.9% | -20.7% | -4.4% |
| 3M | +10.4% | +17.4% | -7.0% | +4.2% |
| 6M | +33.2% | +28.0% | +5.2% | +21.9% |
| YTD | +3.0% | +11.6% | -8.6% | -1.6% |
| 1Y | +31.2% | +16.9% | +14.4% | +23.4% |
| 3Y | +21.8% | +51.6% | -29.8% | +2.7% |
| 5Y | -35.0% | +48.0% | -83.0% | -45.2% |
| 10Y | +106.0% | +322.6% | -216.6% | +21.3% |
| All | +591.6% | +1,488.1% | -896.5% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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