+17,845.4%
WDC vs C
+1,202.3%
+16,643.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.0% |
| 7D | +1.7% | +3.6% | -1.9% | +0.2% |
| 30D | -10.0% | +0.1% | -10.0% | -9.8% |
| 3M | -18.8% | +2.4% | -21.2% | -18.9% |
| 6M | +79.0% | +24.9% | +54.1% | +65.1% |
| YTD | +171.6% | +19.8% | +151.7% | +154.1% |
| 1Y | +417.4% | +44.9% | +372.5% | +346.4% |
| 3Y | +1,251.8% | +263.0% | +988.8% | +708.4% |
| 5Y | +911.7% | +129.5% | +782.2% | +624.9% |
| 10Y | +1,399.6% | +291.6% | +1,108.0% | +781.6% |
| All | +17,845.4% | +1,202.3% | +16,643.1% | +4,511.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling