+712.3%
WDC vs GD
+54.3%
+658.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -28.0% | -5.0% | -23.0% | -26.6% |
| 30D | -34.9% | +8.9% | -43.9% | -36.6% |
| 3M | -41.6% | -8.0% | -33.5% | -39.8% |
| 6M | -45.4% | +2.9% | -48.3% | -46.6% |
| YTD | +53.3% | +7.1% | +46.2% | +46.3% |
| 1Y | +61.5% | +5.9% | +55.6% | +55.1% |
| 3Y | +712.3% | +53.9% | +658.5% | +573.8% |
| All | +712.3% | +54.3% | +658.0% | +573.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling