+8,168.2%
WDC vs AGI
+5,381.0%
+2,787.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.3% |
| 7D | +6.0% | +4.4% | +1.6% | +5.6% |
| 30D | +9.9% | +10.0% | 0.0% | +8.9% |
| 3M | -9.4% | +1.7% | -11.1% | -9.7% |
| 6M | +94.7% | -26.8% | +121.5% | +98.8% |
| YTD | +177.4% | -5.3% | +182.7% | +176.9% |
| 1Y | +412.6% | +11.5% | +401.1% | +405.4% |
| 3Y | +1,359.8% | +212.9% | +1,146.8% | +1,230.1% |
| 5Y | +992.6% | +388.8% | +603.8% | +860.2% |
| 10Y | +1,245.5% | +383.6% | +861.9% | +1,037.7% |
| All | +8,168.2% | +5,381.0% | +2,787.2% | +6,859.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling