+1,245.1%
WDC vs MSCI
+594.9%
+650.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.8% | +5.9% | +3.9% |
| 7D | +6.0% | -2.1% | +8.0% | +6.9% |
| 30D | +9.9% | -1.7% | +11.6% | +10.4% |
| 3M | -9.4% | -8.2% | -1.2% | -8.3% |
| 6M | +94.7% | -2.4% | +97.1% | +89.4% |
| YTD | +177.3% | -2.8% | +180.1% | +170.0% |
| 1Y | +412.4% | -2.7% | +415.1% | +391.0% |
| 3Y | +1,359.3% | +7.3% | +1,352.0% | +1,185.2% |
| 5Y | +992.2% | -11.4% | +1,003.6% | +929.2% |
| 10Y | +1,245.1% | +605.8% | +639.2% | +313.4% |
| All | +1,245.1% | +594.9% | +650.2% | +313.4% |
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