+405.8%
WDC vs EW
+8.2%
+397.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.5% | +5.7% | +2.4% |
| 7D | +6.0% | -4.4% | +10.4% | +6.4% |
| 30D | +9.9% | -3.3% | +13.3% | +10.1% |
| 3M | -9.4% | +1.0% | -10.4% | -10.4% |
| 6M | +94.7% | +6.2% | +88.5% | +90.8% |
| YTD | +177.4% | +1.7% | +175.6% | +174.2% |
| All | +405.8% | +8.2% | +397.7% | +420.1% |
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 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