+13,658.1%
WDC vs EXEL
+273.2%
+13,384.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.1% | +5.9% |
| 7D | +1.7% | +8.4% | -6.6% | +0.1% |
| 30D | -10.0% | +4.1% | -14.0% | -10.7% |
| 3M | -18.8% | +12.4% | -31.2% | -21.0% |
| 6M | +79.0% | +41.5% | +37.5% | +66.2% |
| YTD | +171.6% | +34.6% | +136.9% | +154.7% |
| 1Y | +417.4% | +57.9% | +359.5% | +368.6% |
| 3Y | +1,251.8% | +159.5% | +1,092.3% | +976.8% |
| 5Y | +911.7% | +198.5% | +713.2% | +672.7% |
| 10Y | +1,399.6% | +411.4% | +988.3% | +845.0% |
| All | +13,658.1% | +273.2% | +13,384.9% | +5,587.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling