+1,245.5%
WDC vs CI
+142.6%
+1,102.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +4.0% | +2.6% |
| 7D | +6.0% | -2.0% | +8.0% | +6.5% |
| 30D | +9.9% | -1.8% | +11.8% | +10.3% |
| 3M | -9.4% | -4.2% | -5.2% | -9.1% |
| 6M | +94.7% | +2.7% | +92.0% | +89.9% |
| YTD | +177.4% | +1.9% | +175.4% | +171.3% |
| 1Y | +412.6% | -6.3% | +418.8% | +407.7% |
| 3Y | +1,359.8% | +3.9% | +1,355.9% | +1,219.7% |
| 5Y | +992.6% | +41.9% | +950.7% | +728.1% |
| 10Y | +1,245.5% | +140.4% | +1,105.1% | +727.3% |
| All | +1,245.5% | +142.6% | +1,102.9% | +727.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling