+88.5%
WDC vs ALAB
+43.1%
+45.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.6% | -2.4% | -3.9% |
| 7D | +12.1% | +16.3% | -4.2% | +5.2% |
| 30D | -18.8% | -26.1% | +7.3% | -8.1% |
| 3M | -39.3% | -31.3% | -8.0% | -30.5% |
| 6M | -40.1% | -1.0% | -39.1% | -37.6% |
| YTD | +71.8% | +33.3% | +38.5% | +54.6% |
| 1Y | +88.5% | +53.5% | +34.9% | +60.8% |
| All | +88.5% | +43.1% | +45.3% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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