+957.1%
WDC vs NI
+94.6%
+862.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.2% |
| 7D | +4.4% | -0.6% | +5.0% | +4.6% |
| 30D | +5.3% | -1.4% | +6.7% | +5.8% |
| 3M | -5.9% | -10.6% | +4.7% | -2.9% |
| 6M | +73.2% | -9.9% | +83.1% | +78.0% |
| YTD | +167.8% | +1.2% | +166.7% | +164.4% |
| 1Y | +386.0% | +4.4% | +381.6% | +374.4% |
| 3Y | +1,309.7% | +68.6% | +1,241.1% | +1,105.2% |
| 5Y | +957.1% | +98.0% | +859.1% | +781.6% |
| All | +957.1% | +94.6% | +862.5% | +781.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling