+8,619.9%
WDC vs ACGL
+4,429.2%
+4,190.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.7% | +7.6% | +6.5% |
| 7D | +1.7% | -0.7% | +2.5% | +2.0% |
| 30D | -10.0% | -1.0% | -9.0% | -9.8% |
| 3M | -18.8% | +11.0% | -29.8% | -22.9% |
| 6M | +79.0% | -0.3% | +79.4% | +75.8% |
| YTD | +171.6% | +2.3% | +169.3% | +162.4% |
| 1Y | +417.4% | +6.4% | +411.0% | +389.4% |
| 3Y | +1,251.8% | +34.0% | +1,217.8% | +1,043.1% |
| 5Y | +911.7% | +161.6% | +750.1% | +549.5% |
| 10Y | +1,399.6% | +278.6% | +1,121.1% | +746.2% |
| All | +8,619.9% | +4,429.2% | +4,190.7% | +2,640.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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