+12,989.1%
WDC vs A
+539.8%
+12,449.3%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.6% | +0.4% |
| 7D | +16.3% | +0.7% | +15.6% | +15.9% |
| 30D | -18.3% | +0.8% | -19.1% | -18.1% |
| 3M | -31.4% | +16.9% | -48.3% | -36.4% |
| 6M | -36.3% | +53.8% | -90.1% | -48.9% |
| YTD | +80.8% | +28.1% | +52.7% | +57.6% |
| 1Y | +87.7% | +15.0% | +72.7% | +72.1% |
| 3Y | +819.4% | +63.1% | +756.3% | +601.3% |
| 5Y | +583.2% | +11.5% | +571.8% | +514.7% |
| 10Y | +689.8% | +303.2% | +386.6% | +296.9% |
| All | +12,989.1% | +539.8% | +12,449.3% | +3,701.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling