+754.4%
WDC vs BAX
-15.3%
+769.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -16.7% | +3.6% | -20.4% | -16.9% |
| 30D | -27.2% | +8.5% | -35.7% | -27.5% |
| 3M | -34.0% | -4.9% | -29.1% | -33.8% |
| 6M | -39.7% | +47.0% | -86.7% | -42.0% |
| YTD | +68.1% | +38.4% | +29.6% | +61.2% |
| 1Y | +66.3% | +49.1% | +17.2% | +57.7% |
| 3Y | +754.4% | -14.9% | +769.3% | +766.1% |
| All | +754.4% | -15.3% | +769.8% | +766.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 3y: compounded portfolio wealth divided by compounded BAX 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…
3y analysis · Full analysis span regression · 6 months rolling