+712.3%
WDC vs ALL
+105.5%
+606.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.5% | +3.0% | -2.9% |
| 7D | -28.0% | -1.9% | -26.0% | -28.3% |
| 30D | -34.9% | +13.8% | -48.7% | -32.0% |
| 3M | -41.6% | -7.0% | -34.6% | -42.2% |
| 6M | -45.4% | +18.0% | -63.4% | -42.9% |
| YTD | +53.3% | +24.2% | +29.1% | +60.2% |
| 1Y | +61.5% | +31.2% | +30.4% | +67.6% |
| 3Y | +712.3% | +107.5% | +604.8% | +746.2% |
| All | +712.3% | +105.5% | +606.8% | +746.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling