+1,256.8%
WDC vs AR
+40.7%
+1,216.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +6.0% |
| 7D | +1.7% | +2.5% | -0.8% | +1.3% |
| 30D | -10.0% | +14.8% | -24.8% | -12.1% |
| 3M | -18.8% | +6.2% | -25.0% | -19.7% |
| 6M | +79.0% | +4.3% | +74.7% | +76.1% |
| YTD | +171.6% | +14.4% | +157.2% | +159.3% |
| 1Y | +417.4% | +21.3% | +396.0% | +383.3% |
| All | +1,256.8% | +40.7% | +1,216.1% | +1,139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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