+608.6%
DG vs WCC
+1,139.4%
-530.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -0.3% |
| 7D | -3.0% | +3.3% | -6.3% | -3.4% |
| 30D | +8.6% | -9.4% | +18.1% | +9.4% |
| 3M | +15.0% | -10.5% | +25.5% | +15.8% |
| 6M | +32.7% | -10.4% | +43.1% | +33.0% |
| YTD | +5.5% | +34.4% | -28.9% | -0.2% |
| 1Y | +34.6% | +27.7% | +6.9% | +28.0% |
| 3Y | +24.2% | +137.9% | -113.7% | +5.2% |
| 5Y | -32.3% | +147.0% | -179.3% | -44.7% |
| 10Y | +111.1% | +442.5% | -331.4% | +44.0% |
| All | +608.6% | +1,139.4% | -530.8% | +261.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling