+30,326.1%
WDC vs AZO
+42,241.4%
-11,915.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.5% |
| 7D | +7.5% | -0.8% | +8.3% | +7.7% |
| 30D | +10.1% | -5.1% | +15.2% | +11.7% |
| 3M | -6.8% | -7.2% | +0.4% | -5.9% |
| 6M | +84.1% | -20.7% | +104.9% | +94.5% |
| YTD | +180.3% | -14.2% | +194.4% | +187.8% |
| 1Y | +411.1% | -32.2% | +443.2% | +463.8% |
| 3Y | +1,375.0% | +11.1% | +1,363.9% | +1,252.0% |
| 5Y | +991.6% | +87.6% | +904.0% | +721.8% |
| 10Y | +1,309.1% | +302.9% | +1,006.1% | +701.7% |
| All | +30,326.1% | +42,241.4% | -11,915.2% | +6,275.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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