+830.4%
WDC vs DOW
-6.9%
+837.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.4% | +5.0% | +6.7% |
| 7D | -3.2% | -0.5% | -2.8% | -2.8% |
| 30D | -19.0% | +15.7% | -34.7% | -24.9% |
| 3M | -28.4% | +5.3% | -33.7% | -30.9% |
| 6M | -39.2% | -14.2% | -25.0% | -35.5% |
| YTD | +82.1% | +43.9% | +38.2% | +39.0% |
| 1Y | +84.7% | +53.1% | +31.6% | +35.2% |
| 3Y | +825.6% | -21.8% | +847.5% | +859.3% |
| 5Y | +608.2% | -28.3% | +636.5% | +677.1% |
| All | +830.4% | -6.9% | +837.4% | +668.9% |
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