+1,330.5%
WDC vs ALL
+155.4%
+1,175.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.2% | +5.5% |
| 7D | +1.7% | 0.0% | +1.7% | +1.8% |
| 30D | -10.0% | -1.5% | -8.5% | -10.0% |
| 3M | -18.8% | +23.6% | -42.4% | -15.5% |
| 6M | +79.0% | +22.3% | +56.7% | +86.2% |
| YTD | +171.6% | +26.5% | +145.0% | +181.8% |
| 1Y | +417.4% | +27.0% | +390.4% | +435.7% |
| All | +1,330.5% | +155.4% | +1,175.2% | +1,332.2% |
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