+88.5%
WDC vs EXPE
-4.7%
+93.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -5.0% |
| 7D | +12.1% | -0.5% | +12.6% | +12.1% |
| 30D | -18.8% | -6.1% | -12.7% | -17.7% |
| 3M | -39.3% | -21.3% | -18.0% | -38.6% |
| 6M | -40.1% | +19.0% | -59.1% | -41.5% |
| YTD | +71.8% | -8.4% | +80.2% | +73.6% |
| 1Y | +88.5% | -2.8% | +91.3% | +85.6% |
| All | +88.5% | -4.7% | +93.2% | +85.6% |
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