+87.7%
WDC vs ALL
+31.1%
+56.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | +1.2% |
| 7D | +16.3% | 0.0% | +16.3% | +16.2% |
| 30D | -18.3% | +12.8% | -31.1% | -5.8% |
| 3M | -31.4% | +4.7% | -36.1% | -26.9% |
| 6M | -36.3% | +24.9% | -61.2% | -14.8% |
| YTD | +80.8% | +30.0% | +50.9% | +146.8% |
| 1Y | +87.7% | +29.9% | +57.8% | +157.8% |
| All | +87.7% | +31.1% | +56.6% | +157.8% |
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