+366.0%
WDC vs DE
+45.1%
+320.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | -4.3% | -2.6% | -1.7% | -3.6% |
| 30D | -1.5% | +9.0% | -10.5% | -4.4% |
| 3M | -15.5% | +19.1% | -34.6% | -20.2% |
| 6M | +66.5% | +14.4% | +52.1% | +58.2% |
| YTD | +159.9% | +45.9% | +113.9% | +125.8% |
| 1Y | +366.0% | +43.6% | +322.4% | +306.9% |
| All | +366.0% | +45.1% | +320.8% | +306.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling