+1,309.1%
WDC vs MSI
+593.5%
+715.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.4% |
| 7D | +7.5% | -4.0% | +11.4% | +9.7% |
| 30D | +10.1% | -0.5% | +10.5% | +9.8% |
| 3M | -6.8% | +11.4% | -18.2% | -14.2% |
| 6M | +84.1% | +1.0% | +83.2% | +78.0% |
| YTD | +180.3% | +20.7% | +159.6% | +142.9% |
| 1Y | +411.1% | -2.7% | +413.8% | +398.0% |
| 3Y | +1,375.0% | +68.2% | +1,306.8% | +892.2% |
| 5Y | +991.6% | +100.0% | +891.6% | +542.3% |
| 10Y | +1,309.1% | +596.9% | +712.2% | +324.7% |
| All | +1,309.1% | +593.5% | +715.6% | +324.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling