+19,554.5%
WDC vs A
+457.0%
+19,097.4%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.3% | +5.6% |
| 7D | +1.7% | -1.9% | +3.7% | +2.7% |
| 30D | -10.0% | +6.9% | -16.9% | -13.1% |
| 3M | -18.8% | +9.2% | -28.0% | -22.8% |
| 6M | +79.0% | +25.7% | +53.3% | +57.2% |
| YTD | +171.6% | +11.5% | +160.0% | +152.3% |
| 1Y | +417.4% | +18.4% | +399.0% | +367.1% |
| 3Y | +1,251.8% | +26.6% | +1,225.2% | +1,055.0% |
| 5Y | +911.7% | -12.8% | +924.5% | +917.9% |
| 10Y | +1,399.6% | +247.2% | +1,152.5% | +706.2% |
| All | +19,554.5% | +457.0% | +19,097.4% | +5,984.1% |
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 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