+1,309.1%
WDC vs ALL
+359.1%
+950.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +7.5% | -2.2% | +9.7% | +8.4% |
| 30D | +10.1% | -5.6% | +15.6% | +12.5% |
| 3M | -6.8% | +17.2% | -24.1% | -15.5% |
| 6M | +84.1% | +23.2% | +60.9% | +60.9% |
| YTD | +180.3% | +23.6% | +156.7% | +142.0% |
| 1Y | +411.1% | +29.2% | +381.9% | +324.9% |
| 3Y | +1,375.0% | +153.8% | +1,221.2% | +659.8% |
| 5Y | +991.6% | +116.1% | +875.5% | +497.8% |
| 10Y | +1,309.1% | +364.8% | +944.3% | +396.4% |
| All | +1,309.1% | +359.1% | +950.0% | +396.4% |
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