+642.9%
WDC vs ALL
+377.9%
+264.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.4% | -5.4% | -5.1% |
| 7D | +12.1% | +5.0% | +7.0% | +9.9% |
| 30D | -18.8% | +13.3% | -32.1% | -23.2% |
| 3M | -39.3% | +3.2% | -42.5% | -40.7% |
| 6M | -40.1% | +25.3% | -65.5% | -48.1% |
| YTD | +71.8% | +30.5% | +41.3% | +43.9% |
| 1Y | +88.5% | +29.2% | +59.3% | +58.0% |
| 3Y | +770.0% | +119.1% | +650.9% | +399.4% |
| 5Y | +549.0% | +162.6% | +386.4% | +207.8% |
| All | +642.9% | +377.9% | +264.9% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling