+712.3%
WDC vs DAR
+11.9%
+700.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | -28.0% | -9.9% | -18.0% | -25.7% |
| 30D | -34.9% | -16.4% | -18.6% | -31.8% |
| 3M | -41.6% | -17.1% | -24.5% | -38.6% |
| 6M | -45.4% | -20.5% | -24.9% | -42.0% |
| YTD | +53.3% | +39.4% | +13.9% | +42.0% |
| 1Y | +61.5% | +57.2% | +4.3% | +45.6% |
| 3Y | +712.3% | +13.9% | +698.5% | +646.9% |
| All | +712.3% | +11.9% | +700.5% | +646.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling