+992.6%
WDC vs A
-14.2%
+1,006.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.8% | +3.4% |
| 7D | +6.0% | -2.1% | +8.1% | +7.0% |
| 30D | +9.9% | +0.6% | +9.3% | +9.3% |
| 3M | -9.4% | +10.9% | -20.3% | -14.7% |
| 6M | +94.7% | +28.2% | +66.6% | +67.9% |
| YTD | +177.4% | +8.6% | +168.8% | +161.9% |
| 1Y | +412.6% | +15.5% | +397.1% | +367.6% |
| 3Y | +1,359.8% | +31.8% | +1,328.0% | +1,100.4% |
| 5Y | +992.6% | -14.9% | +1,007.4% | +846.2% |
| All | +992.6% | -14.2% | +1,006.8% | +846.2% |
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