+1,359.3%
WDC vs EW
+14.1%
+1,345.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.5% | +5.6% | +3.0% |
| 7D | +6.0% | -4.4% | +10.4% | +7.2% |
| 30D | +9.9% | -3.3% | +13.2% | +10.7% |
| 3M | -9.4% | +1.0% | -10.4% | -10.2% |
| 6M | +94.7% | +6.2% | +88.4% | +89.5% |
| YTD | +177.3% | +1.7% | +175.5% | +173.7% |
| 1Y | +412.4% | +8.1% | +404.3% | +396.8% |
| 3Y | +1,359.3% | +17.1% | +1,342.2% | +1,176.9% |
| All | +1,359.3% | +14.1% | +1,345.2% | +1,176.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling