+3,457.3%
DLR vs WCC
+1,203.7%
+2,253.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +8.1% | -4.7% | +1.1% |
| 7D | +2.4% | -5.7% | +8.0% | +3.7% |
| 30D | +0.7% | -13.5% | +14.2% | +4.4% |
| 3M | -6.4% | -12.9% | +6.4% | -3.4% |
| 6M | -6.5% | -10.7% | +4.1% | -4.8% |
| YTD | +18.8% | +30.0% | -11.2% | +8.0% |
| 1Y | +9.0% | +24.7% | -15.7% | +0.1% |
| 3Y | +54.5% | +136.6% | -82.1% | +12.2% |
| 5Y | +35.8% | +143.9% | -108.1% | -6.9% |
| 10Y | +177.5% | +465.9% | -288.5% | +23.2% |
| All | +3,457.3% | +1,203.7% | +2,253.5% | +825.9% |
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