+417.4%
WDC vs D
+15.7%
+401.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.3% | +5.5% |
| 7D | +1.7% | +0.4% | +1.3% | +1.9% |
| 30D | -10.0% | -3.6% | -6.4% | -10.9% |
| 3M | -18.8% | -1.0% | -17.8% | -18.9% |
| 6M | +79.0% | +6.3% | +72.8% | +81.8% |
| YTD | +171.6% | +14.7% | +156.8% | +178.9% |
| 1Y | +417.4% | +16.9% | +400.4% | +439.8% |
| All | +417.4% | +15.7% | +401.7% | +439.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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