+338.7%
DRI vs WCC
+460.5%
-121.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +4.2% | -9.9% | +14.2% | +7.3% |
| 30D | +15.7% | -13.4% | +29.1% | +20.1% |
| 3M | +5.8% | -13.5% | +19.2% | +9.2% |
| 6M | +18.4% | -10.6% | +29.0% | +19.1% |
| YTD | +28.2% | +30.1% | -1.9% | +10.4% |
| 1Y | +35.9% | +22.3% | +13.6% | +19.4% |
| 3Y | +67.7% | +130.3% | -62.5% | +4.0% |
| 5Y | +77.9% | +144.5% | -66.6% | -2.7% |
| 10Y | +338.7% | +431.8% | -93.1% | +0.4% |
| All | +338.7% | +460.5% | -121.8% | +0.4% |
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