+412.6%
WDC vs ALL
+28.5%
+384.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | -0.5% |
| 7D | +6.0% | -1.7% | +7.7% | +4.2% |
| 30D | +9.9% | -4.7% | +14.6% | +4.5% |
| 3M | -9.4% | +18.4% | -27.8% | +10.8% |
| 6M | +94.7% | +20.5% | +74.2% | +145.8% |
| YTD | +177.4% | +23.5% | +153.8% | +255.4% |
| 1Y | +412.6% | +29.0% | +383.6% | +584.8% |
| All | +412.6% | +28.5% | +384.1% | +584.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling