+353.6%
DRI vs WCC
+506.2%
-152.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.2% |
| 7D | -4.8% | +6.8% | -11.6% | -7.1% |
| 30D | -3.9% | -3.0% | -0.9% | -3.2% |
| 3M | +5.1% | +0.2% | +4.9% | +3.5% |
| 6M | +5.5% | +33.2% | -27.7% | -7.6% |
| YTD | +16.5% | +45.8% | -29.3% | -2.0% |
| 1Y | +2.0% | +68.4% | -66.4% | -19.7% |
| 3Y | +54.5% | +131.1% | -76.6% | -1.9% |
| 5Y | +66.6% | +225.6% | -159.0% | -18.0% |
| 10Y | +353.6% | +534.2% | -180.5% | +7.4% |
| All | +353.6% | +506.2% | -152.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling