+1,452.6%
WDC vs ACI
+21.8%
+1,430.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.3% | +5.4% | +2.1% |
| 7D | +6.0% | -2.6% | +8.6% | +6.0% |
| 30D | +9.9% | +1.1% | +8.9% | +9.9% |
| 3M | -9.4% | -23.6% | +14.3% | -9.1% |
| 6M | +94.7% | -29.9% | +124.7% | +95.9% |
| YTD | +177.4% | -26.9% | +204.2% | +178.0% |
| 1Y | +412.6% | -34.2% | +446.8% | +417.5% |
| 3Y | +1,359.8% | -43.6% | +1,403.4% | +1,392.6% |
| 5Y | +992.6% | -42.4% | +1,035.0% | +996.8% |
| All | +1,452.6% | +21.8% | +1,430.9% | +1,415.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling