+44.7%
DG vs WCC
+24.5%
+20.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -9.9% | +18.4% | +8.0% |
| 7D | +12.3% | -8.8% | +21.0% | +11.8% |
| 30D | +19.3% | -16.0% | +35.3% | +19.0% |
| 3M | +11.9% | -15.2% | +27.1% | +11.6% |
| 6M | +25.0% | -8.4% | +33.3% | +24.1% |
| YTD | +8.7% | +30.1% | -21.4% | +0.9% |
| 1Y | +44.7% | +26.4% | +18.3% | +35.9% |
| All | +44.7% | +24.5% | +20.2% | +35.9% |
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