+19.0%
DLR vs WCN
-8.7%
+27.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.2% |
| 7D | +1.6% | -0.6% | +2.2% | +1.5% |
| 30D | -3.4% | +0.4% | -3.8% | -3.3% |
| 3M | +0.5% | +7.3% | -6.8% | +0.6% |
| 6M | +4.6% | -2.5% | +7.1% | +4.2% |
| YTD | +23.4% | -5.4% | +28.8% | +23.3% |
| 1Y | +19.0% | -8.5% | +27.5% | +19.0% |
| All | +19.0% | -8.7% | +27.8% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling