+957.1%
WDC vs MO
+99.2%
+857.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.3% | -5.8% | -4.3% |
| 7D | +4.4% | -1.0% | +5.4% | +4.3% |
| 30D | +5.3% | +5.8% | -0.5% | +5.9% |
| 3M | -5.9% | -4.5% | -1.4% | -6.2% |
| 6M | +73.2% | +5.7% | +67.5% | +70.4% |
| YTD | +167.8% | +23.1% | +144.7% | +158.0% |
| 1Y | +386.0% | +10.9% | +375.1% | +375.6% |
| 3Y | +1,309.7% | +96.1% | +1,213.6% | +1,022.6% |
| 5Y | +957.1% | +100.1% | +857.0% | +725.6% |
| All | +957.1% | +99.2% | +857.9% | +725.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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