+7,461.5%
WDC vs AU
+789.2%
+6,672.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +1.0% |
| 7D | +7.5% | +0.6% | +6.8% | +7.4% |
| 30D | +10.1% | +12.3% | -2.2% | +8.3% |
| 3M | -6.8% | +29.4% | -36.2% | -9.8% |
| 6M | +84.1% | +3.2% | +80.9% | +82.3% |
| YTD | +180.3% | +31.8% | +148.4% | +170.6% |
| 1Y | +411.1% | +83.4% | +327.7% | +376.9% |
| 3Y | +1,375.0% | +623.1% | +751.9% | +1,085.0% |
| 5Y | +991.6% | +700.5% | +291.1% | +753.6% |
| 10Y | +1,309.1% | +717.6% | +591.5% | +937.4% |
| All | +7,461.5% | +789.2% | +6,672.3% | +5,662.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling