+660.4%
WDC vs AG
+64.1%
+596.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.9% |
| 7D | -16.7% | +6.0% | -22.7% | -17.7% |
| 30D | -27.2% | -13.5% | -13.7% | -25.3% |
| 3M | -34.0% | -20.7% | -13.3% | -31.5% |
| 6M | -39.7% | -31.5% | -8.2% | -36.1% |
| YTD | +68.1% | -10.1% | +78.2% | +68.7% |
| 1Y | +66.3% | +26.0% | +40.3% | +58.0% |
| 3Y | +754.4% | +228.9% | +525.5% | +570.9% |
| 5Y | +595.8% | +8.7% | +587.1% | +515.4% |
| 10Y | +660.4% | +71.9% | +588.5% | +480.0% |
| All | +660.4% | +64.1% | +596.3% | +480.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling