+113.2%
WDC vs NI
+9.5%
+103.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.5% | -8.3% | -7.0% |
| 7D | -18.3% | +3.9% | -22.2% | -18.9% |
| 30D | -26.7% | +15.3% | -42.0% | -29.3% |
| 3M | -40.9% | +2.4% | -43.3% | -40.3% |
| 6M | -26.8% | -4.5% | -22.2% | -24.0% |
| YTD | +88.2% | +11.4% | +76.8% | +53.2% |
| 1Y | +113.2% | +8.5% | +104.7% | +82.0% |
| All | +113.2% | +9.5% | +103.7% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling