+18,229.0%
WDC vs AON
+5,010.1%
+13,218.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +3.0% |
| 7D | +6.0% | -3.2% | +9.2% | +7.2% |
| 30D | +9.9% | -11.9% | +21.8% | +14.7% |
| 3M | -9.4% | -2.9% | -6.5% | -10.5% |
| 6M | +94.7% | -6.8% | +101.6% | +93.2% |
| YTD | +177.4% | -10.1% | +187.4% | +176.2% |
| 1Y | +412.6% | -14.2% | +426.8% | +417.3% |
| 3Y | +1,359.8% | -3.3% | +1,363.0% | +1,279.7% |
| 5Y | +992.6% | +13.6% | +979.0% | +860.8% |
| 10Y | +1,245.5% | +209.2% | +1,036.3% | +722.3% |
| All | +18,229.0% | +5,010.1% | +13,218.9% | +4,016.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 all: compounded portfolio wealth divided by compounded AON 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…
all analysis · Full analysis span regression · 6 months rolling