+1,294.5%
WDC vs DRI
+355.9%
+938.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +4.0% | +3.0% |
| 7D | +6.0% | -1.2% | +7.2% | +6.5% |
| 30D | +9.9% | -0.4% | +10.3% | +9.8% |
| 3M | -9.4% | +9.5% | -18.9% | -14.5% |
| 6M | +94.7% | +6.5% | +88.3% | +85.4% |
| YTD | +177.4% | +18.4% | +158.9% | +151.1% |
| 1Y | +412.6% | +4.2% | +408.4% | +389.5% |
| 3Y | +1,359.8% | +57.1% | +1,302.7% | +1,013.9% |
| 5Y | +992.6% | +70.4% | +922.1% | +693.5% |
| All | +1,294.5% | +355.9% | +938.6% | +598.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling