+66.6%
WDC vs D
+16.2%
+50.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.4% | +9.6% |
| 7D | -14.4% | +0.8% | -15.2% | -13.8% |
| 30D | -27.1% | +10.7% | -37.8% | -23.7% |
| 3M | -33.3% | +2.3% | -35.5% | -31.2% |
| 6M | -39.6% | +12.5% | -52.1% | -36.9% |
| YTD | +68.4% | +20.1% | +48.3% | +72.3% |
| All | +66.6% | +16.2% | +50.4% | +70.7% |
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