+61.5%
WDC vs AS
+0.9%
+60.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | -28.0% | +6.9% | -34.9% | -29.1% |
| 30D | -34.9% | +16.0% | -50.9% | -37.6% |
| 3M | -41.6% | -12.8% | -28.7% | -39.3% |
| 6M | -45.4% | -15.4% | -30.0% | -42.6% |
| YTD | +53.3% | -15.7% | +69.0% | +54.7% |
| 1Y | +61.5% | +6.1% | +55.5% | +56.4% |
| All | +61.5% | +0.9% | +60.6% | +56.4% |
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