+992.6%
WDC vs NDAQ
+55.5%
+937.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +2.9% |
| 7D | +6.0% | -2.6% | +8.6% | +7.0% |
| 30D | +9.9% | +0.5% | +9.5% | +9.6% |
| 3M | -9.4% | +9.9% | -19.3% | -14.5% |
| 6M | +94.7% | +8.2% | +86.5% | +83.7% |
| YTD | +177.4% | -1.5% | +178.8% | +174.2% |
| 1Y | +412.6% | +1.3% | +411.3% | +396.1% |
| 3Y | +1,359.8% | +92.6% | +1,267.2% | +862.4% |
| 5Y | +992.6% | +53.8% | +938.7% | +664.8% |
| All | +992.6% | +55.5% | +937.1% | +664.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling