+113.2%
WDC vs IRE
-97.6%
+210.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -23.2% | +16.5% | -2.8% |
| 7D | -18.3% | -46.8% | +28.5% | -10.2% |
| 30D | -26.7% | -75.5% | +48.8% | -10.0% |
| 3M | -40.9% | -79.4% | +38.5% | -27.5% |
| 6M | -26.8% | -91.3% | +64.5% | -5.5% |
| YTD | +88.2% | -90.8% | +179.0% | +123.3% |
| 1Y | +113.2% | -97.7% | +210.9% | +185.7% |
| All | +113.2% | -97.6% | +210.7% | +185.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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