+113.2%
WDC vs A
+24.4%
+88.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.0% | -7.7% | -7.0% |
| 7D | -18.3% | -2.4% | -15.9% | -17.9% |
| 30D | -26.7% | +3.6% | -30.3% | -27.0% |
| 3M | -40.9% | +27.5% | -68.4% | -43.4% |
| 6M | -26.8% | +58.5% | -85.2% | -35.6% |
| YTD | +88.2% | +31.2% | +57.0% | +93.0% |
| 1Y | +113.2% | +22.2% | +91.0% | +122.9% |
| All | +113.2% | +24.4% | +88.8% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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