+928.6%
WDC vs GD
+97.9%
+830.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.8% | +7.6% | +6.6% |
| 7D | +1.7% | -5.3% | +7.0% | +4.1% |
| 30D | -10.0% | -6.4% | -3.5% | -7.5% |
| 3M | -18.8% | +5.7% | -24.5% | -21.7% |
| 6M | +79.0% | -0.9% | +80.0% | +77.7% |
| YTD | +171.6% | +8.2% | +163.4% | +157.0% |
| 1Y | +417.4% | +13.4% | +404.0% | +376.8% |
| 3Y | +1,251.8% | +68.5% | +1,183.3% | +891.9% |
| All | +928.6% | +97.9% | +830.7% | +581.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling