+2,421.8%
WEC vs DLTR
+10,981.5%
-8,559.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.6% | +6.7% | +1.5% |
| 7D | +0.8% | -5.8% | +6.6% | +1.2% |
| 30D | +0.3% | -5.2% | +5.6% | +0.7% |
| 3M | -2.9% | +15.2% | -18.1% | -4.0% |
| 6M | -5.9% | +7.1% | -13.0% | -6.8% |
| YTD | +4.1% | +0.8% | +3.3% | +3.6% |
| 1Y | +3.1% | +24.8% | -21.7% | +0.8% |
| 3Y | +40.8% | +6.9% | +33.9% | +37.6% |
| 5Y | +31.7% | +33.2% | -1.5% | +25.4% |
| 10Y | +141.1% | +51.6% | +89.5% | +123.2% |
| All | +2,421.8% | +10,981.5% | -8,559.7% | +1,772.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling