+584.9%
WDC vs EXPE
+40.1%
+544.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | -14.4% | -13.3% | -1.1% | -11.3% |
| 30D | -27.1% | -5.5% | -21.6% | -26.3% |
| 3M | -33.3% | -16.5% | -16.8% | -31.0% |
| 6M | -39.6% | +13.1% | -52.7% | -43.4% |
| YTD | +68.4% | -8.0% | +76.4% | +64.6% |
| 1Y | +78.2% | +1.1% | +77.1% | +68.8% |
| 3Y | +772.0% | +131.2% | +640.9% | +498.6% |
| 5Y | +584.9% | +39.8% | +545.1% | +390.7% |
| All | +584.9% | +40.1% | +544.8% | +390.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling