+653.4%
WDC vs MSCI
+799.4%
-145.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.0% | +9.5% |
| 7D | -14.4% | +1.5% | -15.9% | -15.0% |
| 30D | -27.1% | +14.4% | -41.5% | -31.8% |
| 3M | -33.3% | +15.2% | -48.5% | -38.0% |
| 6M | -39.6% | +11.2% | -50.8% | -44.6% |
| YTD | +68.4% | +13.9% | +54.5% | +51.6% |
| 1Y | +78.2% | +12.5% | +65.7% | +61.3% |
| 3Y | +772.0% | +32.3% | +739.7% | +589.9% |
| 5Y | +584.9% | +4.9% | +580.0% | +497.3% |
| 10Y | +653.4% | +779.7% | -126.3% | +101.3% |
| All | +653.4% | +799.4% | -145.9% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling