+122.5%
WCC vs DAR
-41.1%
+163.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.6% |
| 7D | -14.7% | -9.9% | -4.8% | -10.9% |
| 30D | -20.1% | -16.4% | -3.7% | -14.1% |
| 3M | -21.2% | -17.1% | -4.1% | -15.7% |
| 6M | -19.2% | -20.5% | +1.3% | -12.4% |
| YTD | +20.2% | +39.4% | -19.2% | +1.9% |
| 1Y | +14.5% | +57.2% | -42.8% | -8.3% |
| 3Y | +115.1% | +13.9% | +101.3% | +88.6% |
| All | +122.5% | -41.1% | +163.6% | +174.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling