+60.6%
DVA vs WCC
+24.5%
+36.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -9.9% | +15.7% | +5.9% |
| 7D | +4.7% | -8.8% | +13.5% | +4.9% |
| 30D | +7.8% | -16.0% | +23.8% | +8.4% |
| 3M | -15.5% | -15.2% | -0.3% | -15.0% |
| 6M | +25.0% | -8.4% | +33.4% | +24.9% |
| YTD | +69.6% | +30.1% | +39.5% | +59.8% |
| 1Y | +60.6% | +26.4% | +34.1% | +50.1% |
| All | +60.6% | +24.5% | +36.1% | +50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling