+992.2%
WDC vs ACI
-44.9%
+1,037.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.3% | +5.4% | +2.0% |
| 7D | +6.0% | -2.6% | +8.5% | +5.9% |
| 30D | +9.9% | +1.1% | +8.8% | +9.9% |
| 3M | -9.4% | -23.6% | +14.2% | -9.5% |
| 6M | +94.7% | -29.9% | +124.6% | +95.2% |
| YTD | +177.3% | -26.9% | +204.1% | +176.8% |
| 1Y | +412.4% | -34.2% | +446.7% | +416.3% |
| 3Y | +1,359.3% | -43.6% | +1,402.9% | +1,397.0% |
| 5Y | +992.2% | -42.4% | +1,034.6% | +979.6% |
| All | +992.2% | -44.9% | +1,037.1% | +979.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling