+88.5%
WDC vs CG
-25.8%
+114.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.0% | -6.0% | -5.5% |
| 7D | +12.1% | +0.2% | +11.9% | +11.9% |
| 30D | -18.8% | +11.2% | -30.0% | -22.4% |
| 3M | -39.3% | -22.1% | -17.2% | -31.7% |
| 6M | -40.1% | -17.9% | -22.2% | -33.9% |
| YTD | +71.8% | -31.3% | +103.1% | +112.7% |
| 1Y | +88.5% | -24.0% | +112.4% | +112.8% |
| All | +88.5% | -25.8% | +114.3% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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