+594.0%
DG vs WCC
+1,139.4%
-545.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -2.5% | +14.2% | -16.7% | -4.0% |
| 30D | +7.7% | -9.8% | +17.5% | +8.5% |
| 3M | +13.1% | -10.1% | +23.2% | +13.8% |
| 6M | +32.0% | -9.4% | +41.4% | +32.1% |
| YTD | +3.3% | +34.4% | -31.1% | -2.3% |
| 1Y | +31.7% | +23.3% | +8.4% | +25.8% |
| 3Y | +21.7% | +137.9% | -116.2% | +3.1% |
| 5Y | -34.7% | +144.0% | -178.7% | -46.6% |
| 10Y | +106.7% | +442.5% | -335.7% | +41.1% |
| All | +594.0% | +1,139.4% | -545.3% | +254.2% |
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