+928.6%
WDC vs EXC
+47.1%
+881.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +6.9% | +5.9% |
| 7D | +1.7% | +0.3% | +1.5% | +1.7% |
| 30D | -10.0% | -3.7% | -6.2% | -10.0% |
| 3M | -18.8% | -1.3% | -17.5% | -19.1% |
| 6M | +79.0% | -9.7% | +88.7% | +79.7% |
| YTD | +171.6% | +2.9% | +168.7% | +168.3% |
| 1Y | +417.4% | +4.4% | +413.0% | +408.5% |
| 3Y | +1,251.8% | +22.2% | +1,229.6% | +1,175.5% |
| All | +928.6% | +47.1% | +881.5% | +803.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 5y: compounded portfolio wealth divided by compounded EXC 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…
5y analysis · Full analysis span regression · 6 months rolling