+417.4%
WDC vs AAL
-2.5%
+419.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.2% | +4.6% | +5.4% |
| 7D | +1.7% | -3.7% | +5.5% | +3.2% |
| 30D | -10.0% | -20.8% | +10.8% | -1.9% |
| 3M | -18.8% | -1.3% | -17.5% | -19.3% |
| 6M | +79.0% | +5.4% | +73.7% | +68.6% |
| YTD | +171.6% | -14.4% | +185.9% | +167.8% |
| 1Y | +417.4% | +2.1% | +415.3% | +409.7% |
| All | +417.4% | -2.5% | +419.9% | +409.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 1y: compounded portfolio wealth divided by compounded AAL 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…
1y analysis · Full analysis span regression · 6 months rolling