+980.3%
WDC vs DOW
-35.5%
+1,015.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.0% |
| 7D | +6.0% | -2.9% | +8.9% | +7.1% |
| 30D | +9.9% | +2.0% | +8.0% | +8.7% |
| 3M | -9.4% | -12.5% | +3.1% | -5.1% |
| 6M | +94.7% | -9.2% | +103.9% | +94.5% |
| YTD | +177.4% | +30.8% | +146.6% | +126.0% |
| 1Y | +412.6% | +29.4% | +383.2% | +313.0% |
| 3Y | +1,359.8% | -34.6% | +1,394.3% | +1,667.9% |
| All | +980.3% | -35.5% | +1,015.8% | +1,207.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling