+411.1%
WDC vs DIA
+16.7%
+394.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +2.5% |
| 7D | +7.5% | -1.2% | +8.7% | +9.7% |
| 30D | +10.1% | -2.7% | +12.7% | +15.5% |
| 3M | -6.8% | +3.3% | -10.1% | -13.5% |
| 6M | +84.1% | +10.4% | +73.7% | +48.4% |
| YTD | +180.3% | +10.0% | +170.3% | +130.5% |
| 1Y | +411.1% | +16.2% | +394.9% | +297.7% |
| All | +411.1% | +16.7% | +394.4% | +297.7% |
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