+1,309.1%
WDC vs EW
+121.7%
+1,187.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.3% |
| 7D | +7.5% | -5.1% | +12.6% | +9.7% |
| 30D | +10.1% | -6.4% | +16.4% | +12.7% |
| 3M | -6.8% | -1.6% | -5.3% | -6.9% |
| 6M | +84.1% | +2.3% | +81.9% | +80.2% |
| YTD | +180.3% | +1.1% | +179.2% | +175.9% |
| 1Y | +411.1% | +8.0% | +403.1% | +387.5% |
| 3Y | +1,375.0% | +16.3% | +1,358.7% | +1,193.7% |
| 5Y | +991.6% | -29.4% | +1,021.0% | +1,061.1% |
| 10Y | +1,309.1% | +125.6% | +1,183.5% | +876.1% |
| All | +1,309.1% | +121.7% | +1,187.4% | +876.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling