+411.1%
WDC vs AG
+124.1%
+287.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.0% | +0.4% |
| 7D | +7.5% | -0.1% | +7.6% | +7.4% |
| 30D | +10.1% | +12.5% | -2.4% | +5.3% |
| 3M | -6.8% | +28.2% | -35.0% | -14.8% |
| 6M | +84.1% | -18.8% | +103.0% | +88.3% |
| YTD | +180.3% | +27.4% | +152.9% | +151.2% |
| 1Y | +411.1% | +132.2% | +278.9% | +308.5% |
| All | +411.1% | +124.1% | +287.0% | +308.5% |
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