+595.8%
WDC vs NDAQ
+68.2%
+527.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.8% |
| 7D | -16.7% | +2.9% | -19.6% | -17.5% |
| 30D | -27.2% | +17.5% | -44.7% | -32.0% |
| 3M | -34.0% | +15.4% | -49.5% | -37.9% |
| 6M | -39.7% | +24.6% | -64.3% | -46.2% |
| YTD | +68.1% | +14.4% | +53.6% | +56.0% |
| 1Y | +66.3% | +26.9% | +39.4% | +44.9% |
| 3Y | +754.4% | +119.8% | +634.6% | +426.6% |
| 5Y | +595.8% | +70.5% | +525.3% | +379.1% |
| All | +595.8% | +68.2% | +527.5% | +379.1% |
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 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