+992.2%
WDC vs ALL
+117.0%
+875.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.3% |
| 7D | +6.0% | -1.7% | +7.7% | +6.1% |
| 30D | +9.9% | -4.7% | +14.6% | +10.2% |
| 3M | -9.4% | +18.4% | -27.8% | -12.2% |
| 6M | +94.7% | +20.5% | +74.2% | +87.2% |
| YTD | +177.3% | +23.5% | +153.7% | +164.0% |
| 1Y | +412.4% | +29.0% | +383.4% | +378.5% |
| 3Y | +1,359.3% | +153.7% | +1,205.6% | +943.6% |
| 5Y | +992.2% | +114.8% | +877.4% | +725.3% |
| All | +992.2% | +117.0% | +875.2% | +725.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling