+411.1%
WDC vs ALB
+69.7%
+341.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.9% | +2.1% |
| 7D | +7.5% | -8.6% | +16.1% | +10.9% |
| 30D | +10.1% | -4.0% | +14.1% | +11.0% |
| 3M | -6.8% | -17.4% | +10.6% | -0.9% |
| 6M | +84.1% | -25.4% | +109.5% | +99.5% |
| YTD | +180.3% | -10.5% | +190.8% | +182.3% |
| 1Y | +411.1% | +75.8% | +335.3% | +384.5% |
| All | +411.1% | +69.7% | +341.4% | +384.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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