+411.1%
WDC vs A
+13.9%
+397.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.4% |
| 7D | +7.5% | -4.4% | +11.9% | +8.7% |
| 30D | +10.1% | -2.7% | +12.7% | +10.8% |
| 3M | -6.8% | +7.0% | -13.9% | -9.3% |
| 6M | +84.1% | +24.6% | +59.5% | +66.8% |
| YTD | +180.3% | +7.0% | +173.2% | +186.9% |
| 1Y | +411.1% | +15.6% | +395.5% | +379.1% |
| All | +411.1% | +13.9% | +397.2% | +379.1% |
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