+87.7%
WDC vs C
+25.1%
+62.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | +16.3% | +4.7% | +11.5% | +11.6% |
| 30D | -18.3% | +0.2% | -18.4% | -17.7% |
| 3M | -31.4% | -9.3% | -22.1% | -25.1% |
| 6M | -36.3% | -0.8% | -35.4% | -33.9% |
| YTD | +80.8% | +8.5% | +72.3% | +68.7% |
| 1Y | +87.7% | +23.1% | +64.6% | +48.8% |
| All | +87.7% | +25.1% | +62.6% | +48.8% |
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