+9,190.5%
WDC vs DLR
+3,595.6%
+5,594.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.5% | +5.7% |
| 7D | +1.7% | +1.6% | +0.2% | +1.0% |
| 30D | -10.0% | -3.4% | -6.6% | -8.4% |
| 3M | -18.8% | +0.5% | -19.3% | -19.3% |
| 6M | +79.0% | +4.6% | +74.5% | +75.1% |
| YTD | +171.6% | +23.4% | +148.1% | +146.7% |
| 1Y | +417.4% | +19.0% | +398.4% | +376.2% |
| 3Y | +1,251.8% | +56.5% | +1,195.3% | +992.8% |
| 5Y | +911.7% | +33.3% | +878.4% | +755.6% |
| 10Y | +1,399.6% | +165.1% | +1,234.5% | +786.5% |
| All | +9,190.5% | +3,595.6% | +5,594.8% | +1,950.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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