+1,394.6%
WDC vs AGI
+214.4%
+1,180.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.7% |
| 7D | +7.5% | +2.2% | +5.3% | +6.8% |
| 30D | +10.1% | +11.3% | -1.2% | +6.6% |
| 3M | -6.8% | +5.6% | -12.5% | -8.8% |
| 6M | +84.1% | -27.7% | +111.8% | +95.4% |
| YTD | +180.3% | -4.1% | +184.3% | +175.3% |
| 1Y | +411.1% | +13.8% | +397.3% | +381.3% |
| All | +1,394.6% | +214.4% | +1,180.2% | +1,016.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling