+6.6%
DTE vs WCC
+24.5%
-17.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -9.9% | +12.4% | +2.6% |
| 7D | +4.2% | -8.8% | +13.0% | +4.3% |
| 30D | +10.0% | -16.0% | +26.0% | +10.4% |
| 3M | -2.1% | -15.2% | +13.1% | -1.8% |
| 6M | -4.7% | -8.4% | +3.7% | -4.4% |
| YTD | +9.3% | +30.1% | -20.8% | +6.7% |
| 1Y | +6.6% | +26.4% | -19.8% | +3.9% |
| All | +6.6% | +24.5% | -17.8% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling