+87.7%
WDC vs AS
-3.0%
+90.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | +0.1% |
| 7D | +16.3% | -3.6% | +19.9% | +17.3% |
| 30D | -18.3% | +3.4% | -21.6% | -19.0% |
| 3M | -31.4% | -8.6% | -22.8% | -29.9% |
| 6M | -36.3% | -10.0% | -26.2% | -35.7% |
| YTD | +80.8% | -19.2% | +100.0% | +84.4% |
| 1Y | +87.7% | -3.8% | +91.5% | +86.3% |
| All | +87.7% | -3.0% | +90.7% | +86.3% |
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