+1,188.5%
WDC vs NI
+143.3%
+1,045.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -4.3% | 0.0% | -4.4% | -4.3% |
| 30D | -1.5% | -1.4% | -0.1% | -0.8% |
| 3M | -15.5% | -10.6% | -4.9% | -11.6% |
| 6M | +66.5% | -9.3% | +75.8% | +72.5% |
| YTD | +159.9% | +1.1% | +158.7% | +156.6% |
| 1Y | +366.0% | +3.4% | +362.6% | +355.0% |
| 3Y | +1,285.8% | +67.9% | +1,217.9% | +976.9% |
| 5Y | +925.6% | +98.0% | +827.6% | +620.8% |
| All | +1,188.5% | +143.3% | +1,045.3% | +774.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling