+26.4%
WCC vs DAR
+63.3%
-36.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -2.5% | -7.5% | -9.4% |
| 7D | -8.8% | -5.7% | -3.1% | -7.7% |
| 30D | -16.0% | -16.6% | +0.6% | -13.0% |
| 3M | -15.2% | -13.1% | -2.2% | -13.7% |
| 6M | -8.4% | -18.8% | +10.4% | -4.8% |
| YTD | +30.1% | +45.3% | -15.2% | +11.6% |
| 1Y | +26.4% | +60.6% | -34.2% | +6.4% |
| All | +26.4% | +63.3% | -36.8% | +6.4% |
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