+113.2%
WDC vs GD
+9.0%
+104.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.6% | -4.2% | -6.6% |
| 7D | -18.3% | +3.0% | -21.3% | -18.4% |
| 30D | -26.7% | +10.5% | -37.2% | -27.2% |
| 3M | -40.9% | -5.0% | -36.0% | -40.3% |
| 6M | -26.8% | +5.5% | -32.2% | -28.1% |
| YTD | +88.2% | +10.3% | +77.8% | +74.3% |
| 1Y | +113.2% | +8.2% | +105.0% | +98.9% |
| All | +113.2% | +9.0% | +104.2% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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