+1,713.7%
WCC vs DAR
+3,911.7%
-2,198.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.9% | +4.7% | +4.0% |
| 7D | +4.5% | +1.4% | +3.1% | +4.2% |
| 30D | -5.8% | +12.8% | -18.6% | -7.5% |
| 3M | -3.7% | +7.4% | -11.0% | -4.8% |
| 6M | +23.1% | +22.3% | +0.8% | +19.3% |
| YTD | +44.2% | +81.1% | -36.9% | +32.6% |
| 1Y | +62.1% | +106.5% | -44.4% | +46.1% |
| 3Y | +121.1% | +5.3% | +115.8% | +115.7% |
| 5Y | +214.0% | -11.5% | +225.5% | +212.6% |
| 10Y | +472.8% | +353.3% | +119.5% | +383.5% |
| All | +1,713.7% | +3,911.7% | -2,198.0% | +1,314.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling