+24.8%
DG vs WCC
+138.4%
-113.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | 0.0% |
| 7D | -3.0% | +3.3% | -6.3% | -3.1% |
| 30D | +8.6% | -9.4% | +18.1% | +8.8% |
| 3M | +15.0% | -10.5% | +25.5% | +15.2% |
| 6M | +32.7% | -10.4% | +43.1% | +32.8% |
| YTD | +5.5% | +34.4% | -28.9% | +2.5% |
| 1Y | +34.6% | +27.7% | +6.9% | +31.1% |
| All | +24.8% | +138.4% | -113.6% | +6.0% |
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 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