+417.4%
WDC vs C
+47.6%
+369.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.1% |
| 7D | +1.7% | +3.6% | -1.9% | -1.0% |
| 30D | -10.0% | +0.1% | -10.0% | -9.7% |
| 3M | -18.8% | +2.4% | -21.2% | -19.1% |
| 6M | +79.0% | +24.9% | +54.1% | +62.2% |
| YTD | +171.6% | +19.8% | +151.7% | +146.5% |
| 1Y | +417.4% | +44.9% | +372.5% | +395.5% |
| All | +417.4% | +47.6% | +369.8% | +395.5% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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