+386.0%
WDC vs EFX
-32.9%
+418.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | +4.4% | -11.1% | +15.6% | -3.0% |
| 30D | +5.3% | -7.4% | +12.7% | +1.1% |
| 3M | -5.9% | +1.5% | -7.4% | -1.7% |
| 6M | +73.2% | -13.7% | +86.9% | +73.1% |
| YTD | +167.8% | -21.9% | +189.7% | +164.6% |
| 1Y | +386.0% | -30.8% | +416.8% | +378.1% |
| All | +386.0% | -32.9% | +418.9% | +378.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling