+583.2%
WDC vs DBX
+24.0%
+559.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.7% | -0.9% |
| 7D | +16.3% | -6.3% | +22.6% | +17.8% |
| 30D | -18.3% | -5.9% | -12.4% | -17.4% |
| 3M | -31.4% | -0.4% | -31.1% | -32.1% |
| 6M | -36.3% | +29.8% | -66.1% | -42.5% |
| YTD | +80.8% | +20.5% | +60.3% | +65.1% |
| 1Y | +87.7% | +8.7% | +79.0% | +78.2% |
| 3Y | +819.4% | +25.9% | +793.5% | +668.9% |
| 5Y | +583.2% | +24.2% | +559.0% | +436.3% |
| All | +583.2% | +24.0% | +559.2% | +436.3% |
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