+763.0%
DIA vs WCC
+1,713.7%
-950.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.3% |
| 7D | -0.2% | +4.5% | -4.7% | -1.1% |
| 30D | -1.5% | -5.8% | +4.3% | -0.5% |
| 3M | +3.8% | -3.7% | +7.4% | +3.9% |
| 6M | +10.3% | +23.1% | -12.8% | +4.5% |
| YTD | +12.1% | +44.2% | -32.1% | +2.7% |
| 1Y | +18.6% | +62.1% | -43.4% | +5.6% |
| 3Y | +60.6% | +121.1% | -60.5% | +29.4% |
| 5Y | +64.4% | +214.0% | -149.5% | +19.3% |
| 10Y | +250.1% | +472.8% | -222.7% | +107.2% |
| All | +763.0% | +1,713.7% | -950.8% | +244.9% |
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