+642.9%
WDC vs A
+302.9%
+340.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.3% |
| 7D | +12.1% | -0.5% | +12.5% | +12.5% |
| 30D | -18.8% | 0.0% | -18.8% | -18.2% |
| 3M | -39.3% | +16.7% | -56.0% | -44.8% |
| 6M | -40.1% | +54.8% | -95.0% | -55.2% |
| YTD | +71.8% | +28.8% | +43.0% | +43.7% |
| 1Y | +88.5% | +19.3% | +69.2% | +65.4% |
| 3Y | +770.0% | +65.5% | +704.5% | +488.9% |
| 5Y | +549.0% | +12.1% | +537.0% | +461.1% |
| All | +642.9% | +302.9% | +340.0% | +182.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling