+567.0%
WDC vs D
+13.1%
+553.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.0% |
| 7D | +12.1% | -1.4% | +13.5% | +12.0% |
| 30D | -18.8% | +7.7% | -26.5% | -18.8% |
| 3M | -39.3% | -0.3% | -39.0% | -39.1% |
| 6M | -40.1% | +10.1% | -50.2% | -40.3% |
| YTD | +71.8% | +19.1% | +52.7% | +70.1% |
| 1Y | +88.5% | +15.9% | +72.6% | +87.0% |
| 3Y | +770.0% | +75.0% | +695.0% | +719.6% |
| All | +567.0% | +13.1% | +553.9% | +610.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling