+3,477.6%
DLR vs WCC
+1,248.1%
+2,229.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -0.8% |
| 7D | -2.0% | +3.3% | -5.3% | -3.0% |
| 30D | +0.5% | -9.4% | +10.0% | +2.8% |
| 3M | -4.4% | -10.5% | +6.1% | -2.1% |
| 6M | -6.4% | -10.4% | +4.0% | -4.8% |
| YTD | +19.5% | +34.4% | -14.9% | +7.6% |
| 1Y | +10.5% | +27.7% | -17.1% | +0.8% |
| 3Y | +54.0% | +137.9% | -83.9% | +11.7% |
| 5Y | +39.7% | +147.0% | -107.3% | -4.6% |
| 10Y | +189.5% | +442.5% | -253.0% | +31.5% |
| All | +3,477.6% | +1,248.1% | +2,229.5% | +822.4% |
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