+1,245.5%
WDC vs NOW
+778.3%
+467.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.1% | +3.6% |
| 7D | +6.0% | -6.1% | +12.1% | +7.6% |
| 30D | +9.9% | +7.5% | +2.5% | +6.5% |
| 3M | -9.4% | +17.5% | -26.9% | -16.7% |
| 6M | +94.7% | +7.9% | +86.8% | +78.3% |
| YTD | +177.4% | -12.4% | +189.7% | +171.4% |
| 1Y | +412.6% | -28.6% | +441.1% | +442.6% |
| 3Y | +1,359.8% | +11.8% | +1,347.9% | +1,126.2% |
| 5Y | +992.6% | +2.6% | +989.9% | +795.4% |
| 10Y | +1,245.5% | +790.0% | +455.5% | +273.3% |
| All | +1,245.5% | +778.3% | +467.2% | +273.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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