+22,011.3%
WDC vs NDAQ
+2,327.9%
+19,683.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.7% | +6.6% |
| 7D | +1.7% | -2.4% | +4.2% | +2.6% |
| 30D | -10.0% | +2.5% | -12.4% | -10.8% |
| 3M | -18.8% | +9.9% | -28.7% | -22.9% |
| 6M | +79.0% | +9.4% | +69.6% | +69.3% |
| YTD | +171.6% | +0.4% | +171.1% | +164.5% |
| 1Y | +417.4% | +4.0% | +413.4% | +395.3% |
| 3Y | +1,251.8% | +94.4% | +1,157.4% | +914.8% |
| 5Y | +911.7% | +56.7% | +855.0% | +720.6% |
| 10Y | +1,399.6% | +375.3% | +1,024.3% | +717.0% |
| All | +22,011.3% | +2,327.9% | +19,683.4% | +9,234.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling