+6,370.3%
AMD vs WDC
+603.0%
+5,767.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.5% | +11.8% |
| 7D | -11.0% | -28.0% | +16.9% | +5.0% |
| 30D | -30.5% | -34.9% | +4.5% | -13.5% |
| 3M | -8.2% | -41.6% | +33.3% | +18.4% |
| 6M | +6.6% | -45.4% | +51.9% | +38.8% |
| YTD | +109.7% | +53.3% | +56.4% | +58.1% |
| 1Y | +88.9% | +61.5% | +27.4% | +37.8% |
| 3Y | +301.8% | +712.3% | -410.5% | +21.5% |
| 5Y | +229.4% | +524.2% | -294.9% | +11.2% |
| All | +6,370.3% | +603.0% | +5,767.4% | +1,679.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 10y: compounded portfolio wealth divided by compounded WDC 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…
10y analysis · Full analysis span regression · 6 months rolling