+928.6%
WDC vs ACWI
+67.7%
+861.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | +0.5% | +1.2% | +0.7% |
| 30D | -10.0% | +0.9% | -10.8% | -11.4% |
| 3M | -18.8% | +2.4% | -21.1% | -20.5% |
| 6M | +79.0% | +12.4% | +66.7% | +50.6% |
| YTD | +171.6% | +15.2% | +156.4% | +121.5% |
| 1Y | +417.4% | +22.7% | +394.7% | +284.4% |
| 3Y | +1,251.8% | +75.8% | +1,176.0% | +495.1% |
| All | +928.6% | +67.7% | +861.0% | +389.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling