+386.0%
WDC vs EXE
+5.1%
+380.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.4% |
| 7D | +4.4% | -2.2% | +6.6% | +4.1% |
| 30D | +5.3% | -0.8% | +6.1% | +5.3% |
| 3M | -5.9% | +10.0% | -16.0% | -4.7% |
| 6M | +73.2% | -6.3% | +79.6% | +74.7% |
| YTD | +167.8% | -10.7% | +178.5% | +170.5% |
| 1Y | +386.0% | +2.7% | +383.3% | +416.5% |
| All | +386.0% | +5.1% | +380.9% | +416.5% |
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