+417.7%
WCC vs DAR
+311.7%
+106.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.3% |
| 7D | +9.9% | +11.6% | -1.6% | +3.8% |
| 30D | -8.4% | -10.2% | +1.8% | -2.9% |
| 3M | -10.3% | -14.8% | +4.5% | -3.2% |
| 6M | -10.5% | -10.1% | -0.4% | -7.0% |
| YTD | +32.2% | +55.5% | -23.4% | +0.9% |
| 1Y | +25.5% | +61.7% | -36.1% | -6.6% |
| 3Y | +134.7% | +37.2% | +97.5% | +76.2% |
| 5Y | +139.9% | -26.9% | +166.9% | +150.4% |
| All | +417.7% | +311.7% | +106.0% | +77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling