+3,455.1%
DLR vs WCN
+2,272.3%
+1,182.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +3.3% | +2.6% | +0.7% | +1.9% |
| 30D | +4.6% | +23.9% | -19.3% | -7.7% |
| 3M | -8.3% | +17.4% | -25.7% | -16.8% |
| 6M | -5.6% | +28.0% | -33.6% | -19.1% |
| YTD | +18.7% | +11.6% | +7.2% | +8.7% |
| 1Y | +17.1% | +16.9% | +0.2% | +4.2% |
| 3Y | +54.4% | +51.6% | +2.8% | +15.3% |
| 5Y | +36.5% | +48.0% | -11.5% | +2.3% |
| 10Y | +187.7% | +322.6% | -134.9% | +11.3% |
| All | +3,455.1% | +2,272.3% | +1,182.8% | +395.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling