+770.0%
WDC vs APD
+29.7%
+740.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | +12.1% | +3.8% | +8.2% | +11.5% |
| 30D | -18.8% | +8.2% | -27.0% | -19.6% |
| 3M | -39.3% | +4.3% | -43.6% | -39.6% |
| 6M | -40.1% | +4.7% | -44.8% | -40.5% |
| YTD | +71.8% | +31.5% | +40.3% | +62.4% |
| 1Y | +88.5% | +23.5% | +64.9% | +80.3% |
| 3Y | +770.0% | +29.1% | +740.9% | +767.4% |
| All | +770.0% | +29.7% | +740.3% | +767.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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