+1,359.8%
WDC vs AAL
-7.8%
+1,367.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.7% |
| 7D | +6.0% | -0.3% | +6.3% | +6.1% |
| 30D | +9.9% | -19.0% | +28.9% | +17.2% |
| 3M | -9.4% | -5.1% | -4.3% | -8.6% |
| 6M | +94.7% | +15.5% | +79.3% | +84.0% |
| YTD | +177.4% | -15.8% | +193.1% | +185.0% |
| 1Y | +412.6% | -0.3% | +412.9% | +399.2% |
| 3Y | +1,359.8% | -7.7% | +1,367.4% | +1,203.7% |
| All | +1,359.8% | -7.8% | +1,367.6% | +1,203.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling