+653.4%
WDC vs NOW
+511.7%
+141.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.1% | +9.6% |
| 7D | -14.4% | -3.1% | -11.3% | -13.4% |
| 30D | -27.1% | -27.0% | 0.0% | -21.6% |
| 3M | -33.3% | -17.7% | -15.5% | -31.6% |
| 6M | -39.6% | +12.7% | -52.3% | -46.5% |
| YTD | +68.4% | -32.9% | +101.3% | +74.5% |
| 1Y | +78.2% | -40.4% | +118.5% | +93.5% |
| 3Y | +772.0% | -17.1% | +789.1% | +690.0% |
| 5Y | +584.9% | -25.7% | +610.6% | +513.2% |
| 10Y | +653.4% | +504.6% | +148.8% | +140.6% |
| All | +653.4% | +511.7% | +141.7% | +140.6% |
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