+386.0%
WDC vs DBX
+12.7%
+373.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.3% | -5.8% | -3.8% |
| 7D | +4.4% | -1.8% | +6.2% | +3.7% |
| 30D | +5.3% | +2.8% | +2.4% | +7.0% |
| 3M | -5.9% | +26.8% | -32.7% | +7.3% |
| 6M | +73.2% | +32.8% | +40.5% | +99.0% |
| YTD | +167.8% | +26.1% | +141.8% | +202.0% |
| 1Y | +386.0% | +14.1% | +371.9% | +429.2% |
| All | +386.0% | +12.7% | +373.3% | +429.2% |
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