+417.4%
WDC vs ACI
-32.3%
+449.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +5.7% |
| 7D | +1.7% | +0.2% | +1.6% | +1.8% |
| 30D | -10.0% | +5.9% | -15.9% | -7.9% |
| 3M | -18.8% | -19.8% | +1.0% | -22.9% |
| 6M | +79.0% | -24.7% | +103.8% | +67.4% |
| YTD | +171.6% | -24.4% | +195.9% | +154.0% |
| 1Y | +417.4% | -31.5% | +448.9% | +377.4% |
| All | +417.4% | -32.3% | +449.7% | +377.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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