+113.2%
WDC vs EXPE
+48.9%
+64.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +10.5% | -17.3% | -5.6% |
| 7D | -18.3% | +14.6% | -33.0% | -17.1% |
| 30D | -26.7% | +21.4% | -48.1% | -25.3% |
| 3M | -40.9% | +1.4% | -42.3% | -40.0% |
| 6M | -26.8% | +28.6% | -55.4% | -27.2% |
| YTD | +88.2% | +12.1% | +76.0% | +89.1% |
| 1Y | +113.2% | +50.0% | +63.2% | +106.8% |
| All | +113.2% | +48.9% | +64.3% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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