+660.4%
WDC vs ALL
+372.0%
+288.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -1.3% |
| 7D | -16.7% | -0.1% | -16.6% | -16.8% |
| 30D | -27.2% | +13.8% | -41.0% | -31.3% |
| 3M | -34.0% | -2.8% | -31.2% | -33.9% |
| 6M | -39.7% | +23.7% | -63.4% | -47.5% |
| YTD | +68.1% | +27.3% | +40.8% | +42.2% |
| 1Y | +66.3% | +30.5% | +35.8% | +37.9% |
| 3Y | +754.4% | +113.0% | +641.4% | +396.3% |
| 5Y | +595.8% | +157.6% | +438.2% | +231.8% |
| 10Y | +660.4% | +368.4% | +292.0% | +163.5% |
| All | +660.4% | +372.0% | +288.4% | +163.5% |
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