+21.3%
DBX vs WCC
+137.6%
-116.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.5% | -5.4% | -3.2% |
| 7D | -1.3% | +8.5% | -9.8% | -2.2% |
| 30D | -2.9% | -1.0% | -1.9% | -2.9% |
| 3M | +23.8% | +2.1% | +21.7% | +23.0% |
| 6M | +26.2% | +36.8% | -10.6% | +18.1% |
| YTD | +21.6% | +47.7% | -26.1% | +11.3% |
| 1Y | +11.4% | +66.5% | -55.1% | -1.5% |
| 3Y | +21.3% | +134.2% | -112.9% | -4.7% |
| All | +21.3% | +137.6% | -116.4% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling