+3,457.3%
DLR vs WEC
+1,314.2%
+2,143.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +2.7% |
| 7D | +2.4% | +0.2% | +2.1% | +2.2% |
| 30D | +0.7% | +12.9% | -12.2% | -6.9% |
| 3M | -6.4% | +9.8% | -16.2% | -12.0% |
| 6M | -6.5% | +6.7% | -13.3% | -10.7% |
| YTD | +18.8% | +14.0% | +4.8% | +8.7% |
| 1Y | +9.0% | +7.3% | +1.7% | +3.6% |
| 3Y | +54.5% | +63.8% | -9.3% | +9.3% |
| 5Y | +35.8% | +54.8% | -18.9% | -1.0% |
| 10Y | +177.5% | +185.7% | -8.2% | +24.4% |
| All | +3,457.3% | +1,314.2% | +2,143.1% | +462.8% |
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