+386.0%
WDC vs IT
-30.3%
+416.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -5.0% | -4.2% |
| 7D | +4.4% | -12.7% | +17.1% | -0.9% |
| 30D | +5.3% | -8.9% | +14.2% | +2.3% |
| 3M | -5.9% | +10.1% | -16.1% | +5.2% |
| 6M | +73.2% | +7.3% | +66.0% | +94.6% |
| YTD | +167.8% | -32.4% | +200.2% | +175.4% |
| 1Y | +386.0% | -26.6% | +412.6% | +409.8% |
| All | +386.0% | -30.3% | +416.3% | +409.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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