+6.6%
DBX vs WCC
+26.8%
-20.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.3% | -1.0% | +3.1% |
| 7D | -8.1% | +3.3% | -11.5% | -7.2% |
| 30D | -4.9% | -9.4% | +4.5% | -6.1% |
| 3M | -2.7% | -10.5% | +7.8% | -3.8% |
| 6M | +25.2% | -10.4% | +35.6% | +25.2% |
| YTD | +19.3% | +34.4% | -15.1% | +26.6% |
| 1Y | +6.6% | +27.7% | -21.1% | +11.0% |
| All | +6.6% | +26.8% | -20.2% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling