+992.2%
WDC vs AG
+65.4%
+926.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +2.3% |
| 7D | +6.0% | +4.5% | +1.5% | +4.8% |
| 30D | +9.9% | +12.9% | -3.0% | +6.5% |
| 3M | -9.4% | +20.9% | -30.4% | -13.7% |
| 6M | +94.7% | -19.5% | +114.2% | +99.8% |
| YTD | +177.3% | +24.8% | +152.5% | +159.5% |
| 1Y | +412.4% | +120.2% | +292.2% | +328.6% |
| 3Y | +1,359.3% | +279.0% | +1,080.3% | +955.3% |
| 5Y | +992.2% | +67.9% | +924.3% | +773.2% |
| All | +992.2% | +65.4% | +926.8% | +773.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling