+366.0%
WDC vs ELV
+35.4%
+330.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +5.5% | -12.8% | -7.9% |
| 7D | -4.3% | +2.8% | -7.1% | -4.6% |
| 30D | -1.5% | +4.9% | -6.4% | -2.2% |
| 3M | -15.5% | +4.9% | -20.4% | -15.8% |
| 6M | +66.5% | +45.1% | +21.4% | +47.8% |
| YTD | +159.9% | +20.7% | +139.2% | +136.0% |
| 1Y | +366.0% | +35.0% | +330.9% | +320.1% |
| All | +366.0% | +35.4% | +330.5% | +320.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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