+1.9%
META vs WDC
+70.5%
-68.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +3.3% | -16.7% | +20.0% | +4.4% |
| 30D | -10.8% | -27.2% | +16.5% | -9.2% |
| 3M | +7.9% | -34.0% | +41.9% | +10.2% |
| 6M | +5.4% | -39.7% | +45.1% | +6.3% |
| YTD | -2.6% | +68.1% | -70.6% | -12.8% |
| 1Y | +1.9% | +66.3% | -64.4% | -9.0% |
| All | +1.9% | +70.5% | -68.6% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling