+567.0%
WDC vs AR
+99.4%
+467.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | +12.1% | +7.4% | +4.7% | +10.5% |
| 30D | -18.8% | +5.8% | -24.6% | -19.7% |
| 3M | -39.3% | +5.2% | -44.5% | -40.1% |
| 6M | -40.1% | +5.4% | -45.6% | -41.4% |
| YTD | +71.8% | +12.4% | +59.4% | +63.3% |
| 1Y | +88.5% | +12.8% | +75.7% | +78.6% |
| 3Y | +770.0% | +47.2% | +722.8% | +665.0% |
| All | +567.0% | +99.4% | +467.6% | +471.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling