+417.4%
WDC vs NDAQ
+4.3%
+413.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.7% | +5.3% |
| 7D | +1.7% | -2.4% | +4.2% | +1.1% |
| 30D | -10.0% | +2.5% | -12.4% | -9.3% |
| 3M | -18.8% | +9.9% | -28.7% | -14.8% |
| 6M | +79.0% | +9.4% | +69.6% | +87.4% |
| YTD | +171.6% | +0.4% | +171.1% | +185.2% |
| 1Y | +417.4% | +4.0% | +413.4% | +454.2% |
| All | +417.4% | +4.3% | +413.1% | +454.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling