+113.2%
WDC vs DBX
+22.5%
+90.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.3% | -10.0% | -5.2% |
| 7D | -18.3% | -1.1% | -17.2% | -18.6% |
| 30D | -26.7% | +5.0% | -31.7% | -24.8% |
| 3M | -40.9% | +4.6% | -45.6% | -39.3% |
| 6M | -26.8% | +43.9% | -70.7% | -12.2% |
| YTD | +88.2% | +29.9% | +58.3% | +114.5% |
| 1Y | +113.2% | +24.6% | +88.6% | +138.4% |
| All | +113.2% | +22.5% | +90.7% | +138.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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