+73.3%
DRI vs WCC
+216.1%
-142.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.3% |
| 7D | +0.6% | +4.5% | -3.9% | -0.4% |
| 30D | +3.8% | -5.8% | +9.6% | +5.0% |
| 3M | +13.0% | -3.7% | +16.7% | +13.1% |
| 6M | +8.3% | +23.1% | -14.7% | +1.9% |
| YTD | +20.6% | +44.2% | -23.5% | +9.1% |
| 1Y | +6.5% | +62.1% | -55.6% | -6.9% |
| 3Y | +53.7% | +121.1% | -67.4% | +18.4% |
| All | +73.3% | +216.1% | -142.8% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling