+1,309.1%
WDC vs DRI
+348.4%
+960.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.7% | +1.8% |
| 7D | +7.5% | -4.8% | +12.3% | +9.8% |
| 30D | +10.1% | -3.9% | +14.0% | +11.7% |
| 3M | -6.8% | +5.1% | -11.9% | -10.3% |
| 6M | +84.1% | +5.5% | +78.6% | +76.0% |
| YTD | +180.3% | +16.5% | +163.8% | +155.5% |
| 1Y | +411.1% | +2.0% | +409.1% | +392.8% |
| 3Y | +1,375.0% | +54.5% | +1,320.5% | +1,033.7% |
| 5Y | +991.6% | +66.6% | +925.0% | +700.8% |
| 10Y | +1,309.1% | +353.6% | +955.5% | +611.0% |
| All | +1,309.1% | +348.4% | +960.6% | +611.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded DRI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling