+583.4%
DG vs WCC
+1,229.2%
-645.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +1.0% |
| 7D | +8.4% | +4.5% | +3.9% | +7.8% |
| 30D | +4.9% | -5.8% | +10.7% | +5.6% |
| 3M | +29.3% | -3.7% | +33.0% | +29.4% |
| 6M | -11.3% | +23.1% | -34.3% | -14.4% |
| YTD | +1.8% | +44.2% | -42.4% | -4.0% |
| 1Y | +25.3% | +62.1% | -36.8% | +16.1% |
| 3Y | +9.1% | +121.1% | -112.0% | -6.1% |
| 5Y | -34.9% | +214.0% | -248.8% | -48.3% |
| 10Y | +108.2% | +472.8% | -364.6% | +41.8% |
| All | +583.4% | +1,229.2% | -645.8% | +247.9% |
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 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