+778.0%
WDC vs DOW
-5.5%
+783.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.8% |
| 7D | +12.1% | +5.2% | +6.9% | +9.3% |
| 30D | -18.8% | +13.2% | -32.0% | -23.8% |
| 3M | -39.3% | +10.1% | -49.4% | -42.6% |
| 6M | -40.1% | -13.1% | -27.1% | -36.9% |
| YTD | +71.8% | +46.1% | +25.7% | +30.1% |
| 1Y | +88.5% | +50.0% | +38.4% | +40.1% |
| 3Y | +770.0% | -20.2% | +790.2% | +791.9% |
| 5Y | +549.0% | -27.7% | +576.7% | +609.5% |
| All | +778.0% | -5.5% | +783.5% | +620.0% |
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