+1,309.1%
WDC vs EXPE
+153.6%
+1,155.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.3% |
| 7D | +7.5% | -11.5% | +19.0% | +11.8% |
| 30D | +10.1% | -13.1% | +23.1% | +14.6% |
| 3M | -6.8% | +18.1% | -25.0% | -14.2% |
| 6M | +84.1% | +13.3% | +70.9% | +70.9% |
| YTD | +180.3% | -3.2% | +183.5% | +170.0% |
| 1Y | +411.1% | +26.1% | +384.9% | +337.9% |
| 3Y | +1,375.0% | +151.7% | +1,223.3% | +813.2% |
| 5Y | +991.6% | +88.3% | +903.2% | +602.7% |
| 10Y | +1,309.1% | +158.0% | +1,151.1% | +581.0% |
| All | +1,309.1% | +153.6% | +1,155.5% | +581.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling