+17,845.4%
WDC vs NI
+5,092.7%
+12,752.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.1% |
| 7D | +1.7% | +2.0% | -0.3% | +0.8% |
| 30D | -10.0% | -3.5% | -6.4% | -8.6% |
| 3M | -18.8% | -9.1% | -9.6% | -15.9% |
| 6M | +79.0% | -11.8% | +90.9% | +87.7% |
| YTD | +171.6% | +1.1% | +170.5% | +168.8% |
| 1Y | +417.4% | +6.7% | +410.7% | +400.1% |
| 3Y | +1,251.8% | +71.1% | +1,180.7% | +955.9% |
| 5Y | +911.7% | +94.3% | +817.4% | +637.9% |
| 10Y | +1,399.6% | +135.8% | +1,263.9% | +886.4% |
| All | +17,845.4% | +5,092.7% | +12,752.7% | +3,046.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling