+1,285.8%
WDC vs MKTX
-25.3%
+1,311.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -4.3% | -0.2% | -4.1% | -4.3% |
| 30D | -1.5% | +0.7% | -2.2% | -1.5% |
| 3M | -15.5% | +40.8% | -56.3% | -13.6% |
| 6M | +66.5% | -8.0% | +74.4% | +63.1% |
| YTD | +159.9% | -8.7% | +168.6% | +155.3% |
| 1Y | +366.0% | -11.8% | +377.8% | +357.6% |
| 3Y | +1,285.8% | -24.0% | +1,309.9% | +1,222.0% |
| All | +1,285.8% | -25.3% | +1,311.1% | +1,222.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 3y: compounded portfolio wealth divided by compounded MKTX 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…
3y analysis · Full analysis span regression · 6 months rolling