+584.9%
WDC vs A
+16.0%
+568.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.1% | +6.8% | +8.3% |
| 7D | -14.4% | +4.8% | -19.2% | -16.0% |
| 30D | -27.1% | +5.6% | -32.7% | -28.5% |
| 3M | -33.3% | +23.6% | -56.9% | -39.6% |
| 6M | -39.6% | +56.4% | -96.0% | -52.4% |
| YTD | +68.4% | +33.4% | +35.0% | +44.6% |
| 1Y | +78.2% | +23.7% | +54.5% | +59.1% |
| 3Y | +772.0% | +71.0% | +701.0% | +531.7% |
| 5Y | +584.9% | +16.8% | +568.1% | +451.2% |
| All | +584.9% | +16.0% | +568.9% | +451.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling