+1,379.2%
WDC vs DOW
-35.1%
+1,414.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.0% |
| 7D | +6.0% | -2.9% | +8.9% | +6.7% |
| 30D | +9.9% | +2.0% | +8.0% | +9.2% |
| 3M | -9.4% | -12.5% | +3.1% | -6.5% |
| 6M | +94.7% | -9.2% | +103.9% | +94.3% |
| YTD | +177.4% | +30.8% | +146.6% | +140.6% |
| 1Y | +412.6% | +29.4% | +383.2% | +342.0% |
| All | +1,379.2% | -35.1% | +1,414.2% | +1,519.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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