+11,005.7%
WDC vs ED
+2,476.3%
+8,529.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -16.7% | +2.1% | -18.9% | -17.3% |
| 30D | -27.2% | +12.4% | -39.6% | -29.7% |
| 3M | -34.0% | +13.1% | -47.1% | -36.5% |
| 6M | -39.7% | +14.1% | -53.8% | -42.6% |
| YTD | +68.1% | +23.1% | +45.0% | +56.0% |
| 1Y | +66.3% | +25.4% | +40.9% | +53.2% |
| 3Y | +754.4% | +47.9% | +706.6% | +626.2% |
| 5Y | +595.8% | +81.9% | +513.9% | +443.8% |
| 10Y | +660.4% | +141.3% | +519.1% | +421.9% |
| All | +11,005.7% | +2,476.3% | +8,529.5% | +2,937.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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