+1,359.3%
WDC vs DIA
+60.3%
+1,299.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +3.9% |
| 7D | +6.0% | +0.1% | +5.9% | +5.6% |
| 30D | +9.9% | -2.1% | +12.0% | +13.3% |
| 3M | -9.4% | +4.2% | -13.6% | -15.4% |
| 6M | +94.7% | +11.9% | +82.8% | +62.5% |
| YTD | +177.3% | +10.8% | +166.4% | +136.7% |
| 1Y | +412.4% | +17.5% | +394.9% | +301.6% |
| 3Y | +1,359.3% | +59.9% | +1,299.4% | +621.0% |
| All | +1,359.3% | +60.3% | +1,299.0% | +621.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling