+66.6%
WDC vs AS
+8.1%
+58.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.1% | +6.7% | +9.0% |
| 7D | -14.4% | +5.8% | -20.3% | -15.5% |
| 30D | -27.1% | +15.4% | -42.4% | -29.7% |
| 3M | -33.3% | -11.9% | -21.4% | -30.8% |
| 6M | -39.6% | -9.9% | -29.7% | -38.1% |
| YTD | +68.4% | -13.1% | +81.5% | +68.3% |
| All | +66.6% | +8.1% | +58.6% | +62.2% |
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