+417.4%
WDC vs AS
-21.9%
+439.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.6% | +2.3% | +5.0% |
| 7D | +1.7% | -4.9% | +6.6% | +3.0% |
| 30D | -10.0% | -19.6% | +9.6% | -5.1% |
| 3M | -18.8% | -14.4% | -4.4% | -16.5% |
| 6M | +79.0% | -20.1% | +99.2% | +84.6% |
| YTD | +171.6% | -20.9% | +192.5% | +178.8% |
| 1Y | +417.4% | -21.9% | +439.2% | +452.9% |
| All | +417.4% | -21.9% | +439.3% | +452.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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