+1,309.1%
WDC vs NDAQ
+374.8%
+934.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.5% |
| 7D | +7.5% | -1.6% | +9.0% | +8.2% |
| 30D | +10.1% | -1.5% | +11.5% | +10.8% |
| 3M | -6.8% | +8.0% | -14.9% | -13.0% |
| 6M | +84.1% | +7.7% | +76.4% | +70.5% |
| YTD | +180.3% | -2.3% | +182.6% | +174.0% |
| 1Y | +411.1% | +0.6% | +410.5% | +387.2% |
| 3Y | +1,375.0% | +90.9% | +1,284.1% | +813.0% |
| 5Y | +991.6% | +52.5% | +939.1% | +668.5% |
| 10Y | +1,309.1% | +380.3% | +928.8% | +391.4% |
| All | +1,309.1% | +374.8% | +934.3% | +391.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling