+712.3%
WDC vs AG
+219.8%
+492.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.3% | -1.9% |
| 7D | -28.0% | +6.3% | -34.3% | -29.1% |
| 30D | -34.9% | -8.9% | -26.0% | -33.4% |
| 3M | -41.6% | -12.2% | -29.4% | -40.2% |
| 6M | -45.4% | -28.3% | -17.1% | -41.7% |
| YTD | +53.3% | -8.8% | +62.1% | +53.4% |
| 1Y | +61.5% | +39.4% | +22.2% | +49.1% |
| 3Y | +712.3% | +229.4% | +482.9% | +543.1% |
| All | +712.3% | +219.8% | +492.6% | +543.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling