+3,595.6%
DLR vs WCC
+1,345.8%
+2,249.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.5% | -0.8% |
| 7D | +1.6% | +4.5% | -2.9% | +0.3% |
| 30D | -3.4% | -5.8% | +2.4% | -1.9% |
| 3M | +0.5% | -3.7% | +4.2% | +0.9% |
| 6M | +4.6% | +23.1% | -18.5% | -2.6% |
| YTD | +23.4% | +44.2% | -20.7% | +9.6% |
| 1Y | +19.0% | +62.1% | -43.1% | +1.8% |
| 3Y | +56.5% | +121.1% | -64.6% | +16.4% |
| 5Y | +33.3% | +214.0% | -180.6% | -14.8% |
| 10Y | +165.1% | +472.8% | -307.6% | +18.9% |
| All | +3,595.6% | +1,345.8% | +2,249.9% | +839.6% |
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