+23,148.2%
WDC vs ELV
+2,409.5%
+20,738.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.6% |
| 7D | +6.0% | -0.3% | +6.3% | +6.0% |
| 30D | +9.9% | +2.0% | +8.0% | +8.9% |
| 3M | -9.4% | -3.5% | -5.9% | -9.1% |
| 6M | +94.7% | +40.2% | +54.5% | +69.4% |
| YTD | +177.4% | +15.8% | +161.5% | +157.3% |
| 1Y | +412.6% | +33.2% | +379.4% | +349.4% |
| 3Y | +1,359.8% | -6.2% | +1,366.0% | +1,296.1% |
| 5Y | +992.6% | +16.4% | +976.1% | +833.4% |
| 10Y | +1,245.5% | +259.8% | +985.7% | +615.4% |
| All | +23,148.2% | +2,409.5% | +20,738.7% | +6,424.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling