+957.1%
WDC vs GM
+84.5%
+872.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.8% | -7.2% | -5.8% |
| 7D | +4.4% | -1.1% | +5.5% | +4.8% |
| 30D | +5.3% | -3.4% | +8.7% | +6.6% |
| 3M | -5.9% | +8.7% | -14.6% | -10.3% |
| 6M | +73.2% | +15.4% | +57.8% | +60.1% |
| YTD | +167.8% | +6.6% | +161.2% | +156.2% |
| 1Y | +386.0% | +51.5% | +334.5% | +288.9% |
| 3Y | +1,309.7% | +169.3% | +1,140.4% | +683.2% |
| 5Y | +957.1% | +81.6% | +875.5% | +591.8% |
| All | +957.1% | +84.5% | +872.6% | +591.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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