+5,374.6%
DGX vs WCC
+1,758.7%
+3,615.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.0% |
| 7D | -0.3% | +8.5% | -8.8% | -1.4% |
| 30D | -1.2% | -1.0% | -0.2% | -1.2% |
| 3M | +19.9% | +2.1% | +17.8% | +19.0% |
| 6M | +19.2% | +36.8% | -17.6% | +13.5% |
| YTD | +37.5% | +47.7% | -10.2% | +29.3% |
| 1Y | +31.3% | +66.5% | -35.2% | +21.1% |
| 3Y | +96.6% | +134.2% | -37.5% | +68.3% |
| 5Y | +64.3% | +231.6% | -167.4% | +30.5% |
| 10Y | +241.1% | +508.1% | -267.0% | +132.7% |
| All | +5,374.6% | +1,758.7% | +3,615.9% | +2,562.3% |
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