+401.9%
WDC vs D
+18.4%
+383.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +5.7% |
| 7D | +1.7% | +1.5% | +0.3% | +2.1% |
| 30D | -10.0% | -2.6% | -7.4% | -10.6% |
| 3M | -18.8% | 0.0% | -18.8% | -18.7% |
| 6M | +79.0% | +7.4% | +71.7% | +82.3% |
| YTD | +171.6% | +15.9% | +155.7% | +179.6% |
| All | +401.9% | +18.4% | +383.4% | +422.8% |
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