+7.8%
DBX vs WCC
+228.2%
-220.4%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.3% | +3.6% | +2.6% |
| 7D | +0.3% | +6.8% | -6.5% | -1.1% |
| 30D | 0.0% | -3.0% | +3.0% | +0.4% |
| 3M | +26.1% | +0.2% | +25.9% | +24.8% |
| 6M | +29.4% | +33.2% | -3.8% | +17.8% |
| YTD | +24.4% | +45.8% | -21.4% | +9.8% |
| 1Y | +10.9% | +68.4% | -57.5% | -6.9% |
| 3Y | +24.1% | +131.1% | -107.1% | -10.7% |
| 5Y | +7.8% | +225.6% | -217.9% | -38.5% |
| All | +7.8% | +228.2% | -220.4% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling