+84.7%
WDC vs AS
+2.8%
+81.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.4% | +10.8% | +8.9% |
| 7D | -3.2% | -3.0% | -0.2% | -2.4% |
| 30D | -19.0% | +9.6% | -28.6% | -21.0% |
| 3M | -28.4% | -8.2% | -20.3% | -26.9% |
| 6M | -39.2% | -9.9% | -29.3% | -38.2% |
| YTD | +82.1% | -16.8% | +98.9% | +84.0% |
| 1Y | +84.7% | +3.0% | +81.7% | +81.1% |
| All | +84.7% | +2.8% | +81.9% | +81.1% |
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