+54.1%
WEC vs DLTR
+12.1%
+42.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.1% |
| 7D | +2.3% | +5.3% | -3.0% | +2.0% |
| 30D | +11.1% | +13.4% | -2.3% | +10.1% |
| 3M | +8.4% | +6.6% | +1.8% | +7.8% |
| 6M | +7.5% | +59.1% | -51.6% | +4.1% |
| YTD | +15.3% | +12.3% | +3.1% | +14.1% |
| 1Y | +9.7% | +33.9% | -24.1% | +7.1% |
| 3Y | +64.7% | +23.0% | +41.7% | +61.7% |
| All | +54.1% | +12.1% | +42.0% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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