+417.4%
WDC vs NI
+1.4%
+416.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.1% |
| 7D | +1.7% | +2.0% | -0.3% | +1.0% |
| 30D | -10.0% | -3.5% | -6.4% | -8.9% |
| 3M | -18.8% | -9.1% | -9.6% | -17.9% |
| 6M | +79.0% | -11.8% | +90.9% | +83.8% |
| YTD | +171.6% | +1.1% | +170.5% | +151.7% |
| 1Y | +417.4% | +6.7% | +410.7% | +375.8% |
| All | +417.4% | +1.4% | +416.0% | +375.8% |
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