+8,520.0%
AMD vs WDC
+692.9%
+7,827.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.5% | +6.2% |
| 7D | +44.7% | +16.3% | +28.4% | +34.4% |
| 30D | -3.3% | -18.3% | +14.9% | +7.6% |
| 3M | +21.2% | -31.4% | +52.6% | +44.7% |
| 6M | +30.6% | -36.3% | +66.8% | +57.9% |
| YTD | +173.3% | +80.8% | +92.5% | +90.4% |
| 1Y | +126.1% | +87.7% | +38.4% | +53.7% |
| 3Y | +393.5% | +819.4% | -425.9% | +41.1% |
| 5Y | +295.8% | +583.2% | -287.4% | +27.7% |
| All | +8,520.0% | +692.9% | +7,827.1% | +2,296.3% |
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