+1,188.5%
WDC vs AGI
+392.3%
+796.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.1% |
| 7D | -4.3% | -2.7% | -1.6% | -4.0% |
| 30D | -1.5% | +7.2% | -8.7% | -2.5% |
| 3M | -15.5% | +4.3% | -19.7% | -16.2% |
| 6M | +66.5% | -27.1% | +93.5% | +71.0% |
| YTD | +159.9% | -6.6% | +166.5% | +159.6% |
| 1Y | +366.0% | +9.5% | +356.4% | +358.5% |
| 3Y | +1,285.8% | +208.4% | +1,077.4% | +1,149.6% |
| 5Y | +925.6% | +401.6% | +523.9% | +793.9% |
| All | +1,188.5% | +392.3% | +796.2% | +1,022.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling