+235.7%
DIA vs WCC
+431.3%
-195.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.5% |
| 7D | +2.1% | +9.9% | -7.8% | -0.2% |
| 30D | +1.5% | -8.4% | +9.9% | +3.0% |
| 3M | -2.4% | -10.3% | +7.9% | -0.9% |
| 6M | +6.0% | -10.5% | +16.4% | +7.0% |
| YTD | +10.1% | +32.2% | -22.1% | +0.1% |
| 1Y | +11.8% | +25.5% | -13.7% | +2.9% |
| 3Y | +59.7% | +134.7% | -75.0% | +19.2% |
| 5Y | +57.9% | +139.9% | -82.0% | +11.2% |
| All | +235.7% | +431.3% | -195.6% | +63.1% |
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