+1,188.5%
WDC vs AU
+699.0%
+489.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.0% |
| 7D | -4.3% | -4.3% | 0.0% | -3.8% |
| 30D | -1.5% | +7.3% | -8.8% | -2.7% |
| 3M | -15.5% | +26.3% | -41.8% | -18.4% |
| 6M | +66.5% | +1.8% | +64.7% | +64.5% |
| YTD | +159.9% | +26.8% | +133.0% | +151.5% |
| 1Y | +366.0% | +66.7% | +299.3% | +339.9% |
| 3Y | +1,285.8% | +579.1% | +706.8% | +1,060.8% |
| 5Y | +925.6% | +689.3% | +236.2% | +737.9% |
| All | +1,188.5% | +699.0% | +489.6% | +980.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling