+405.8%
WDC vs GLW
+132.5%
+273.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +7.6% | -5.4% | -2.6% |
| 7D | +6.0% | +14.0% | -8.0% | -2.6% |
| 30D | +9.9% | +0.4% | +9.6% | +9.2% |
| 3M | -9.4% | -11.3% | +2.0% | -4.1% |
| 6M | +94.7% | +35.1% | +59.7% | +55.1% |
| YTD | +177.4% | +90.5% | +86.8% | +60.4% |
| All | +405.8% | +132.5% | +273.3% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GLW.
Daily Out/Under-Performance
Portfolio return minus GLW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLW 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 GLW 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