+113.2%
WDC vs EW
+19.7%
+93.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.4% | -11.2% | -7.7% |
| 7D | -18.3% | +8.3% | -26.6% | -19.9% |
| 30D | -26.7% | +13.9% | -40.6% | -29.0% |
| 3M | -40.9% | +10.9% | -51.9% | -42.7% |
| 6M | -26.8% | +19.2% | -46.0% | -31.0% |
| YTD | +88.2% | +16.6% | +71.6% | +85.1% |
| 1Y | +113.2% | +18.1% | +95.1% | +107.6% |
| All | +113.2% | +19.7% | +93.5% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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