+695.1%
WDC vs NDAQ
+475.0%
+220.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.3% | +8.6% | +8.5% |
| 7D | -3.2% | 0.0% | -3.2% | -3.0% |
| 30D | -19.0% | +16.3% | -35.4% | -25.8% |
| 3M | -28.4% | +15.8% | -44.3% | -34.3% |
| 6M | -39.2% | +24.8% | -64.1% | -48.0% |
| YTD | +82.1% | +14.1% | +68.0% | +62.9% |
| 1Y | +84.7% | +26.5% | +58.1% | +54.4% |
| 3Y | +825.6% | +119.1% | +706.5% | +429.7% |
| 5Y | +608.2% | +70.9% | +537.2% | +370.2% |
| 10Y | +695.1% | +479.7% | +215.4% | +131.1% |
| All | +695.1% | +475.0% | +220.1% | +131.1% |
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