+712.3%
WDC vs ALB
-16.8%
+729.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.7% |
| 7D | -28.0% | +9.1% | -37.0% | -29.7% |
| 30D | -34.9% | -3.4% | -31.5% | -34.5% |
| 3M | -41.6% | -20.6% | -21.0% | -38.6% |
| 6M | -45.4% | -48.2% | +2.8% | -36.3% |
| YTD | +53.3% | -29.2% | +82.5% | +65.2% |
| 1Y | +61.5% | +10.0% | +51.5% | +59.7% |
| 3Y | +712.3% | -12.9% | +725.3% | +672.7% |
| All | +712.3% | -16.8% | +729.2% | +672.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling