+62.1%
WCC vs DAR
+104.4%
-42.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.9% | +4.7% | +4.0% |
| 7D | +4.5% | +1.4% | +3.1% | +4.1% |
| 30D | -5.8% | +12.8% | -18.6% | -8.6% |
| 3M | -3.7% | +7.4% | -11.0% | -5.5% |
| 6M | +23.1% | +22.3% | +0.8% | +16.3% |
| YTD | +44.2% | +81.1% | -36.9% | +25.1% |
| 1Y | +62.1% | +106.5% | -44.4% | +35.7% |
| All | +62.1% | +104.4% | -42.3% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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