+2,965.5%
WEC vs DAR
+1,400.9%
+1,564.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.6% | +1.0% |
| 7D | +0.2% | -2.8% | +3.0% | +0.3% |
| 30D | +12.9% | -12.8% | +25.8% | +13.3% |
| 3M | +9.8% | -11.6% | +21.4% | +10.1% |
| 6M | +6.7% | -16.8% | +23.5% | +7.2% |
| YTD | +14.0% | +45.9% | -32.0% | +12.7% |
| 1Y | +7.3% | +61.5% | -54.1% | +5.8% |
| 3Y | +63.8% | +23.0% | +40.8% | +61.9% |
| 5Y | +54.8% | -35.8% | +90.6% | +55.1% |
| 10Y | +185.7% | +280.4% | -94.7% | +172.3% |
| All | +2,965.5% | +1,400.9% | +1,564.7% | +2,787.8% |
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