+1,309.1%
WDC vs A
+236.6%
+1,072.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.9% |
| 7D | +7.5% | -4.4% | +11.9% | +10.3% |
| 30D | +10.1% | -2.7% | +12.7% | +11.4% |
| 3M | -6.8% | +7.0% | -13.9% | -11.8% |
| 6M | +84.1% | +24.6% | +59.5% | +55.7% |
| YTD | +180.3% | +7.0% | +173.2% | +161.3% |
| 1Y | +411.1% | +15.6% | +395.5% | +352.6% |
| 3Y | +1,375.0% | +29.9% | +1,345.1% | +1,052.1% |
| 5Y | +991.6% | -15.4% | +1,006.9% | +1,026.1% |
| 10Y | +1,309.1% | +248.9% | +1,060.2% | +519.4% |
| All | +1,309.1% | +236.6% | +1,072.5% | +519.4% |
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