+3,595.7%
DLR vs WEC
+1,178.8%
+2,416.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.8% |
| 7D | +1.6% | -0.3% | +1.8% | +1.7% |
| 30D | -3.4% | -1.3% | -2.1% | -2.6% |
| 3M | +0.5% | -3.9% | +4.4% | +2.9% |
| 6M | +4.6% | -8.3% | +12.9% | +10.0% |
| YTD | +23.4% | +3.1% | +20.4% | +20.6% |
| 1Y | +19.0% | +1.9% | +17.1% | +16.8% |
| 3Y | +56.5% | +41.9% | +14.6% | +21.5% |
| 5Y | +33.3% | +30.8% | +2.5% | +8.4% |
| 10Y | +165.1% | +141.9% | +23.2% | +33.1% |
| All | +3,595.7% | +1,178.8% | +2,416.8% | +524.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling