+417.4%
WDC vs AG
+125.2%
+292.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.0% | +7.8% | +6.5% |
| 7D | +1.7% | +1.0% | +0.7% | +1.3% |
| 30D | -10.0% | +19.2% | -29.1% | -15.5% |
| 3M | -18.8% | +6.2% | -24.9% | -21.5% |
| 6M | +79.0% | -26.7% | +105.7% | +87.9% |
| YTD | +171.6% | +26.1% | +145.4% | +144.5% |
| 1Y | +417.4% | +131.7% | +285.7% | +313.8% |
| All | +417.4% | +125.2% | +292.2% | +313.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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