+1,309.1%
WDC vs EXEL
+378.5%
+930.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | +7.5% | -0.3% | +7.8% | +7.5% |
| 30D | +10.1% | +10.1% | -0.1% | +7.5% |
| 3M | -6.8% | +10.1% | -16.9% | -9.3% |
| 6M | +84.1% | +37.7% | +46.5% | +70.1% |
| YTD | +180.3% | +33.1% | +147.2% | +160.9% |
| 1Y | +411.1% | +52.4% | +358.7% | +359.9% |
| 3Y | +1,375.0% | +163.8% | +1,211.2% | +1,027.7% |
| 5Y | +991.6% | +198.5% | +793.0% | +694.5% |
| 10Y | +1,309.1% | +386.9% | +922.2% | +858.2% |
| All | +1,309.1% | +378.5% | +930.6% | +858.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 10y: compounded portfolio wealth divided by compounded EXEL 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…
10y analysis · Full analysis span regression · 6 months rolling