+113.2%
WDC vs AGI
-1.1%
+114.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +10.8% | -17.6% | -9.5% |
| 7D | -18.3% | -5.3% | -13.0% | -17.2% |
| 30D | -26.7% | -7.1% | -19.5% | -25.2% |
| 3M | -40.9% | +4.4% | -45.4% | -43.1% |
| 6M | -26.8% | -23.0% | -3.7% | -22.1% |
| YTD | +88.2% | -22.0% | +110.2% | +85.9% |
| 1Y | +113.2% | +0.3% | +112.9% | +66.2% |
| All | +113.2% | -1.1% | +114.3% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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