+2,799.6%
WDC vs ACWI
+356.8%
+2,442.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | +0.5% | +1.2% | +1.0% |
| 30D | -10.0% | +0.9% | -10.8% | -11.0% |
| 3M | -18.8% | +2.4% | -21.1% | -19.8% |
| 6M | +79.0% | +12.4% | +66.7% | +57.6% |
| YTD | +171.6% | +15.2% | +156.4% | +133.3% |
| 1Y | +417.4% | +22.7% | +394.7% | +312.5% |
| 3Y | +1,251.8% | +75.8% | +1,176.0% | +599.8% |
| 5Y | +911.7% | +67.7% | +844.0% | +472.6% |
| 10Y | +1,399.6% | +229.0% | +1,170.6% | +313.1% |
| All | +2,799.6% | +356.8% | +2,442.8% | +507.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling