+70.8%
DRI vs WCC
+135.0%
-64.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.1% | -6.6% | +0.4% |
| 7D | +3.1% | -5.7% | +8.8% | +3.6% |
| 30D | +16.2% | -13.5% | +29.7% | +18.0% |
| 3M | +8.4% | -12.9% | +21.2% | +9.7% |
| 6M | +19.0% | -10.7% | +29.7% | +19.5% |
| YTD | +28.8% | +30.0% | -1.2% | +20.5% |
| 1Y | +33.1% | +24.7% | +8.4% | +25.2% |
| 3Y | +70.8% | +136.6% | -65.8% | +35.1% |
| All | +70.8% | +135.0% | -64.2% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling