+695.1%
WDC vs MSCI
+809.1%
-114.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.7% | +7.6% | +8.0% |
| 7D | -3.2% | -1.9% | -1.4% | -2.1% |
| 30D | -19.0% | +16.5% | -35.5% | -24.9% |
| 3M | -28.4% | +18.2% | -46.6% | -34.3% |
| 6M | -39.2% | +14.0% | -53.2% | -44.9% |
| YTD | +82.1% | +16.6% | +65.5% | +62.2% |
| 1Y | +84.7% | +14.8% | +69.8% | +65.7% |
| 3Y | +825.6% | +33.3% | +792.4% | +631.0% |
| 5Y | +608.2% | +9.1% | +599.1% | +504.9% |
| 10Y | +695.1% | +820.4% | -125.2% | +104.7% |
| All | +695.1% | +809.1% | -114.0% | +104.7% |
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