+1,245.5%
WDC vs C
+289.2%
+956.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.6% |
| 7D | +6.0% | +3.2% | +2.8% | +3.6% |
| 30D | +9.9% | +1.3% | +8.6% | +9.0% |
| 3M | -9.4% | +3.1% | -12.5% | -10.4% |
| 6M | +94.7% | +29.6% | +65.1% | +65.1% |
| YTD | +177.4% | +19.0% | +158.4% | +147.6% |
| 1Y | +412.6% | +45.6% | +366.9% | +295.2% |
| 3Y | +1,359.8% | +269.3% | +1,090.5% | +485.0% |
| 5Y | +992.6% | +131.6% | +861.0% | +495.0% |
| 10Y | +1,245.5% | +286.5% | +959.0% | +459.1% |
| All | +1,245.5% | +289.2% | +956.3% | +459.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling