+18,229.0%
WDC vs MO
+15,145.8%
+3,083.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +2.4% |
| 7D | +6.0% | -2.0% | +8.0% | +6.6% |
| 30D | +9.9% | -0.3% | +10.2% | +9.8% |
| 3M | -9.4% | -2.9% | -6.4% | -10.1% |
| 6M | +94.7% | +5.8% | +89.0% | +87.3% |
| YTD | +177.4% | +22.0% | +155.4% | +154.6% |
| 1Y | +412.6% | +10.7% | +401.9% | +382.4% |
| 3Y | +1,359.8% | +94.4% | +1,265.4% | +1,030.3% |
| 5Y | +992.6% | +97.2% | +895.4% | +736.8% |
| 10Y | +1,245.5% | +103.0% | +1,142.5% | +905.7% |
| All | +18,229.0% | +15,145.8% | +3,083.2% | +3,394.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling