+18,229.0%
WDC vs ETR
+4,465.2%
+13,763.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +1.0% | +1.8% |
| 7D | +6.0% | +1.4% | +4.6% | +5.5% |
| 30D | +9.9% | +1.9% | +8.1% | +9.3% |
| 3M | -9.4% | +1.0% | -10.4% | -9.8% |
| 6M | +94.7% | +4.8% | +89.9% | +91.0% |
| YTD | +177.4% | +19.5% | +157.8% | +161.0% |
| 1Y | +412.6% | +28.1% | +384.5% | +371.9% |
| 3Y | +1,359.8% | +151.1% | +1,208.6% | +968.6% |
| 5Y | +992.6% | +125.2% | +867.4% | +720.4% |
| 10Y | +1,245.5% | +291.1% | +954.4% | +760.0% |
| All | +18,229.0% | +4,465.2% | +13,763.8% | +8,173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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