+54.5%
DLR vs WEC
+60.5%
-6.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +3.0% |
| 7D | +2.4% | +0.2% | +2.1% | +2.3% |
| 30D | +0.7% | +12.9% | -12.2% | -3.2% |
| 3M | -6.4% | +9.8% | -16.2% | -9.3% |
| 6M | -6.5% | +6.7% | -13.3% | -8.6% |
| YTD | +18.8% | +14.0% | +4.8% | +14.3% |
| 1Y | +9.0% | +7.3% | +1.7% | +6.6% |
| 3Y | +54.5% | +63.8% | -9.3% | +31.4% |
| All | +54.5% | +60.5% | -6.0% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling