+992.6%
WDC vs EXEL
+195.7%
+796.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +2.6% |
| 7D | +6.0% | +1.4% | +4.6% | +5.7% |
| 30D | +9.9% | +6.7% | +3.3% | +8.3% |
| 3M | -9.4% | +11.5% | -20.9% | -11.8% |
| 6M | +94.7% | +38.8% | +55.9% | +80.8% |
| YTD | +177.4% | +31.6% | +145.8% | +160.1% |
| 1Y | +412.6% | +53.0% | +359.6% | +366.2% |
| 3Y | +1,359.8% | +160.8% | +1,198.9% | +1,047.6% |
| 5Y | +992.6% | +190.1% | +802.5% | +705.6% |
| All | +992.6% | +195.7% | +796.8% | +705.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling