+653.4%
WDC vs D
+42.1%
+611.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.4% | +10.0% |
| 7D | -14.4% | +0.8% | -15.2% | -14.6% |
| 30D | -27.1% | +10.7% | -37.8% | -29.0% |
| 3M | -33.3% | +2.3% | -35.5% | -33.8% |
| 6M | -39.6% | +12.5% | -52.1% | -41.8% |
| YTD | +68.4% | +20.1% | +48.3% | +59.0% |
| 1Y | +78.2% | +15.6% | +62.6% | +69.7% |
| 3Y | +772.0% | +75.2% | +696.9% | +614.5% |
| 5Y | +584.9% | +14.6% | +570.3% | +548.1% |
| 10Y | +653.4% | +43.8% | +609.7% | +600.9% |
| All | +653.4% | +42.1% | +611.3% | +600.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling