+113.2%
WDC vs ACWI
+14.9%
+98.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.7% | -8.4% | -11.7% |
| 7D | -18.3% | -0.5% | -17.8% | -17.3% |
| 30D | -26.7% | -1.6% | -25.0% | -22.7% |
| 3M | -40.9% | -1.3% | -39.6% | -38.6% |
| 6M | -26.8% | +5.8% | -32.6% | -36.4% |
| YTD | +88.2% | +12.7% | +75.4% | +37.0% |
| 1Y | +113.2% | +15.0% | +98.2% | +46.5% |
| All | +113.2% | +14.9% | +98.3% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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