+13,583.8%
WDC vs NDAQ
+2,666.5%
+10,917.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.7% |
| 7D | -16.7% | +2.9% | -19.6% | -17.5% |
| 30D | -27.2% | +17.5% | -44.7% | -31.7% |
| 3M | -34.0% | +15.4% | -49.5% | -37.6% |
| 6M | -39.7% | +24.6% | -64.3% | -45.7% |
| YTD | +68.1% | +14.4% | +53.6% | +55.5% |
| 1Y | +66.3% | +26.9% | +39.4% | +47.9% |
| 3Y | +754.4% | +119.8% | +634.6% | +512.4% |
| 5Y | +595.8% | +70.5% | +525.3% | +446.8% |
| 10Y | +660.4% | +475.8% | +184.6% | +286.0% |
| All | +13,583.8% | +2,666.5% | +10,917.3% | +5,388.9% |
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