+417.4%
WDC vs IAG
+119.5%
+297.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.1% | +6.6% |
| 7D | +1.7% | -0.5% | +2.3% | +1.7% |
| 30D | -10.0% | +28.9% | -38.8% | -19.3% |
| 3M | -18.8% | +19.1% | -37.9% | -25.2% |
| 6M | +79.0% | -10.3% | +89.3% | +78.0% |
| YTD | +171.6% | +24.2% | +147.4% | +139.8% |
| 1Y | +417.4% | +116.5% | +300.9% | +291.7% |
| All | +417.4% | +119.5% | +297.9% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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