+712.3%
WDC vs ALC
+2.3%
+710.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.1% |
| 7D | -28.0% | +4.9% | -32.8% | -28.6% |
| 30D | -34.9% | +19.0% | -53.9% | -37.2% |
| 3M | -41.6% | +7.8% | -49.3% | -42.6% |
| 6M | -45.4% | +14.6% | -59.9% | -47.9% |
| YTD | +53.3% | -4.4% | +57.7% | +56.7% |
| 1Y | +61.5% | +1.4% | +60.1% | +60.3% |
| 3Y | +712.3% | +2.5% | +709.8% | +711.8% |
| All | +712.3% | +2.3% | +710.1% | +711.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling