+84.7%
WDC vs GD
+7.0%
+77.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.1% | +8.4% | +8.3% |
| 7D | -3.2% | +0.6% | -3.9% | -3.4% |
| 30D | -19.0% | +9.5% | -28.5% | -19.6% |
| 3M | -28.4% | -5.8% | -22.6% | -27.6% |
| 6M | -39.2% | +7.7% | -47.0% | -40.9% |
| YTD | +82.1% | +11.1% | +71.0% | +67.0% |
| 1Y | +84.7% | +6.1% | +78.6% | +78.6% |
| All | +84.7% | +7.0% | +77.7% | +78.6% |
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