+417.4%
WDC vs EXE
+3.1%
+414.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.0% | +5.7% |
| 7D | +1.7% | -0.3% | +2.0% | +1.7% |
| 30D | -10.0% | +8.5% | -18.4% | -9.0% |
| 3M | -18.8% | +5.5% | -24.2% | -17.9% |
| 6M | +79.0% | -5.9% | +84.9% | +80.8% |
| YTD | +171.6% | -9.7% | +181.3% | +174.6% |
| 1Y | +417.4% | +3.6% | +413.8% | +448.2% |
| All | +417.4% | +3.1% | +414.3% | +448.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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