+18.6%
DLR vs WEC
+2.5%
+16.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.1% |
| 7D | +2.9% | +0.4% | +2.5% | +2.7% |
| 30D | -1.2% | +0.9% | -2.1% | -1.5% |
| 3M | +2.9% | -5.3% | +8.3% | +5.2% |
| 6M | +6.7% | -6.6% | +13.2% | +9.5% |
| YTD | +23.9% | +3.3% | +20.6% | +24.6% |
| 1Y | +18.6% | +2.1% | +16.6% | +18.1% |
| All | +18.6% | +2.5% | +16.1% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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