+1,309.1%
WDC vs DAR
+364.6%
+944.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | +7.5% | -0.2% | +7.6% | +7.5% |
| 30D | +10.1% | +7.4% | +2.6% | +6.8% |
| 3M | -6.8% | +15.7% | -22.5% | -12.7% |
| 6M | +84.1% | +30.0% | +54.1% | +63.6% |
| YTD | +180.3% | +87.5% | +92.7% | +113.8% |
| 1Y | +411.1% | +113.4% | +297.7% | +264.7% |
| 3Y | +1,375.0% | +15.3% | +1,359.7% | +1,194.2% |
| 5Y | +991.6% | -4.3% | +995.9% | +892.7% |
| 10Y | +1,309.1% | +380.2% | +928.9% | +392.6% |
| All | +1,309.1% | +364.6% | +944.5% | +392.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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