+992.6%
WDC vs CIFR
+59.6%
+933.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.3% | -2.2% | +1.6% |
| 7D | +6.0% | +26.7% | -20.7% | +2.7% |
| 30D | +9.9% | +7.7% | +2.2% | +8.4% |
| 3M | -9.4% | -23.8% | +14.4% | -7.1% |
| 6M | +94.7% | +35.9% | +58.8% | +87.0% |
| YTD | +177.4% | +25.4% | +152.0% | +167.0% |
| 1Y | +412.6% | +139.8% | +272.8% | +357.2% |
| 3Y | +1,359.8% | +515.0% | +844.8% | +999.2% |
| 5Y | +992.6% | +52.1% | +940.5% | +632.5% |
| All | +992.6% | +59.6% | +933.0% | +632.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 5y: compounded portfolio wealth divided by compounded CIFR 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…
5y analysis · Full analysis span regression · 6 months rolling