+928.6%
WDC vs D
+5.6%
+923.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +5.9% |
| 7D | +1.7% | +1.5% | +0.3% | +1.7% |
| 30D | -10.0% | -2.6% | -7.4% | -9.9% |
| 3M | -18.8% | 0.0% | -18.8% | -18.8% |
| 6M | +79.0% | +7.4% | +71.7% | +78.1% |
| YTD | +171.6% | +15.9% | +155.7% | +168.6% |
| 1Y | +417.4% | +18.1% | +399.3% | +410.5% |
| 3Y | +1,251.8% | +58.4% | +1,193.4% | +1,195.5% |
| All | +928.6% | +5.6% | +923.0% | +968.2% |
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