+35.3%
DLR vs WCC
+229.6%
-194.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | 0.0% |
| 7D | +3.4% | +8.5% | -5.1% | +1.4% |
| 30D | -2.2% | -1.0% | -1.2% | -2.1% |
| 3M | +4.7% | +2.1% | +2.6% | +3.7% |
| 6M | +9.0% | +36.8% | -27.8% | +0.4% |
| YTD | +24.1% | +47.7% | -23.6% | +11.9% |
| 1Y | +20.9% | +66.5% | -45.6% | +5.6% |
| 3Y | +60.0% | +134.2% | -74.1% | +23.0% |
| 5Y | +35.3% | +231.6% | -196.4% | -4.7% |
| All | +35.3% | +229.6% | -194.4% | -4.7% |
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 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