+11,005.7%
WDC vs EXC
+2,460.0%
+8,545.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -16.7% | +0.1% | -16.8% | -16.8% |
| 30D | -27.2% | +9.0% | -36.2% | -29.3% |
| 3M | -34.0% | +3.3% | -37.3% | -34.9% |
| 6M | -39.7% | +5.7% | -45.4% | -41.5% |
| YTD | +68.1% | +7.3% | +60.7% | +61.6% |
| 1Y | +66.3% | +2.9% | +63.4% | +61.9% |
| 3Y | +754.4% | +29.3% | +725.1% | +654.7% |
| 5Y | +595.8% | +40.1% | +555.7% | +492.9% |
| 10Y | +660.4% | +197.7% | +462.7% | +417.4% |
| All | +11,005.7% | +2,460.0% | +8,545.7% | +4,952.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling