+9.7%
DLR vs WCN
-9.4%
+19.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.8% | -2.0% |
| 7D | -1.3% | -4.4% | +3.1% | -1.5% |
| 30D | -2.9% | -4.4% | +1.6% | -3.1% |
| 3M | +3.2% | +0.5% | +2.8% | +3.0% |
| 6M | +3.9% | -3.3% | +7.1% | +3.6% |
| YTD | +21.4% | -8.5% | +29.9% | +21.3% |
| 1Y | +9.7% | -8.9% | +18.6% | +11.0% |
| All | +9.7% | -9.4% | +19.1% | +11.0% |
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