+1,287.8%
WDC vs DOW
-15.8%
+1,303.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.0% | +8.9% | +7.4% |
| 7D | +1.7% | -2.4% | +4.1% | +2.8% |
| 30D | -10.0% | +0.4% | -10.3% | -10.7% |
| 3M | -18.8% | -14.4% | -4.4% | -13.3% |
| 6M | +79.0% | -7.0% | +86.0% | +77.0% |
| YTD | +171.6% | +30.2% | +141.4% | +119.0% |
| 1Y | +417.4% | +29.2% | +388.2% | +310.6% |
| 3Y | +1,251.8% | -36.7% | +1,288.5% | +1,487.4% |
| 5Y | +911.7% | -37.7% | +949.4% | +1,101.0% |
| All | +1,287.8% | -15.8% | +1,303.6% | +1,111.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling