+928.6%
WDC vs DAR
-11.0%
+939.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +6.1% |
| 7D | +1.7% | +1.4% | +0.4% | +1.2% |
| 30D | -10.0% | +12.8% | -22.7% | -13.6% |
| 3M | -18.8% | +7.4% | -26.1% | -20.6% |
| 6M | +79.0% | +22.3% | +56.8% | +67.4% |
| YTD | +171.6% | +81.1% | +90.5% | +125.5% |
| 1Y | +417.4% | +106.5% | +310.9% | +309.8% |
| 3Y | +1,251.8% | +5.3% | +1,246.5% | +1,185.6% |
| All | +928.6% | -11.0% | +939.6% | +919.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling