+1,536.7%
WDC vs ACWI
+330.0%
+1,206.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -28.0% | -2.4% | -25.6% | -25.1% |
| 30D | -34.9% | -5.2% | -29.7% | -29.2% |
| 3M | -41.6% | -4.8% | -36.7% | -36.9% |
| 6M | -45.4% | -1.3% | -44.1% | -42.6% |
| YTD | +53.3% | +8.4% | +44.9% | +44.5% |
| 1Y | +61.5% | +11.0% | +50.5% | +48.5% |
| 3Y | +712.3% | +70.6% | +641.8% | +343.2% |
| 5Y | +524.2% | +55.3% | +468.9% | +295.3% |
| 10Y | +616.5% | +223.2% | +393.3% | +106.2% |
| All | +1,536.7% | +330.0% | +1,206.8% | +276.1% |
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