+1,330.5%
WDC vs ALC
-13.4%
+1,343.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.1% | +6.4% |
| 7D | +1.7% | -2.1% | +3.8% | +2.2% |
| 30D | -10.0% | -0.1% | -9.9% | -10.2% |
| 3M | -18.8% | +5.9% | -24.6% | -21.0% |
| 6M | +79.0% | -15.9% | +95.0% | +91.1% |
| YTD | +171.6% | -10.1% | +181.7% | +180.8% |
| 1Y | +417.4% | -10.2% | +427.6% | +434.0% |
| All | +1,330.5% | -13.4% | +1,343.9% | +1,380.2% |
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