+411.1%
WDC vs ACI
-35.6%
+446.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +0.2% |
| 7D | +7.5% | -5.0% | +12.5% | +5.5% |
| 30D | +10.1% | -2.3% | +12.4% | +9.2% |
| 3M | -6.8% | -23.2% | +16.4% | -13.1% |
| 6M | +84.1% | -29.5% | +113.6% | +68.3% |
| YTD | +180.3% | -28.6% | +208.9% | +156.6% |
| 1Y | +411.1% | -34.0% | +445.1% | +362.0% |
| All | +411.1% | -35.6% | +446.7% | +362.0% |
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