+992.6%
WDC vs DIA
+64.1%
+928.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.3% | +3.9% |
| 7D | +6.0% | +0.1% | +5.9% | +5.7% |
| 30D | +9.9% | -2.1% | +12.0% | +13.2% |
| 3M | -9.4% | +4.2% | -13.5% | -15.1% |
| 6M | +94.7% | +11.9% | +82.8% | +63.9% |
| YTD | +177.4% | +10.8% | +166.5% | +138.7% |
| 1Y | +412.6% | +17.5% | +395.1% | +304.7% |
| 3Y | +1,359.8% | +59.9% | +1,299.8% | +636.9% |
| 5Y | +992.6% | +64.1% | +928.4% | +442.2% |
| All | +992.6% | +64.1% | +928.5% | +442.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling