+1,359.8%
WDC vs A
+29.5%
+1,330.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.8% | +3.1% |
| 7D | +6.0% | -2.1% | +8.1% | +6.8% |
| 30D | +9.9% | +0.6% | +9.3% | +9.4% |
| 3M | -9.4% | +10.9% | -20.3% | -13.8% |
| 6M | +94.7% | +28.2% | +66.6% | +72.0% |
| YTD | +177.4% | +8.6% | +168.8% | +166.2% |
| 1Y | +412.6% | +15.5% | +397.1% | +377.3% |
| 3Y | +1,359.8% | +31.8% | +1,328.0% | +1,330.4% |
| All | +1,359.8% | +29.5% | +1,330.3% | +1,330.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling