+23.1%
DBX vs WCC
+464.0%
-440.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.2% | +4.6% | +2.0% |
| 7D | -1.8% | +1.7% | -3.5% | -2.2% |
| 30D | +2.8% | -6.1% | +8.9% | +3.9% |
| 3M | +26.8% | +3.1% | +23.7% | +24.6% |
| 6M | +32.8% | +28.2% | +4.5% | +22.6% |
| YTD | +26.1% | +41.1% | -15.0% | +13.1% |
| 1Y | +14.1% | +61.3% | -47.2% | -1.6% |
| 3Y | +25.7% | +123.6% | -97.9% | -4.3% |
| 5Y | +11.2% | +214.8% | -203.6% | -24.6% |
| All | +23.1% | +464.0% | -440.9% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling