+991.6%
WDC vs DBX
+8.9%
+982.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | +0.5% |
| 7D | +7.5% | +0.3% | +7.2% | +7.3% |
| 30D | +10.1% | 0.0% | +10.1% | +9.7% |
| 3M | -6.8% | +26.1% | -32.9% | -13.5% |
| 6M | +84.1% | +29.4% | +54.8% | +66.9% |
| YTD | +180.3% | +24.4% | +155.8% | +156.5% |
| 1Y | +411.1% | +10.9% | +400.2% | +385.2% |
| 3Y | +1,375.0% | +24.1% | +1,350.9% | +1,176.5% |
| 5Y | +991.6% | +7.8% | +983.8% | +766.0% |
| All | +991.6% | +8.9% | +982.7% | +766.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling