+113.2%
WDC vs ALLE
+18.6%
+94.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.8% | -8.5% | -6.5% |
| 7D | -18.3% | +6.7% | -25.0% | -17.7% |
| 30D | -26.7% | +25.4% | -52.1% | -25.0% |
| 3M | -40.9% | +16.9% | -57.9% | -39.6% |
| 6M | -26.8% | +46.6% | -73.3% | -27.6% |
| YTD | +88.2% | +22.4% | +65.8% | +88.9% |
| 1Y | +113.2% | +17.7% | +95.5% | +116.2% |
| All | +113.2% | +18.6% | +94.6% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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