+88.5%
WDC vs ALC
-6.0%
+94.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.2% | -8.2% | -3.8% |
| 7D | +12.1% | -1.1% | +13.2% | +11.9% |
| 30D | -18.8% | +16.0% | -34.8% | -14.4% |
| 3M | -39.3% | +0.8% | -40.1% | -38.6% |
| 6M | -40.1% | +16.8% | -57.0% | -38.3% |
| YTD | +71.8% | -5.5% | +77.3% | +93.1% |
| 1Y | +88.5% | -5.3% | +93.7% | +111.7% |
| All | +88.5% | -6.0% | +94.5% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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