+113.2%
WDC vs DIA
+15.0%
+98.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.1% | -9.9% | -12.1% |
| 7D | -18.3% | +1.6% | -19.9% | -20.7% |
| 30D | -26.7% | +4.1% | -30.8% | -32.0% |
| 3M | -40.9% | -1.0% | -39.9% | -39.5% |
| 6M | -26.8% | +9.7% | -36.4% | -40.7% |
| YTD | +88.2% | +12.2% | +76.0% | +44.8% |
| 1Y | +113.2% | +14.9% | +98.3% | +57.8% |
| All | +113.2% | +15.0% | +98.2% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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