+66.6%
WDC vs NOW
-40.5%
+107.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.1% | +10.0% |
| 7D | -14.4% | -3.1% | -11.3% | -15.1% |
| 30D | -27.1% | -27.0% | 0.0% | -31.6% |
| 3M | -33.3% | -17.7% | -15.5% | -34.3% |
| 6M | -39.6% | +12.7% | -52.3% | -33.1% |
| YTD | +68.4% | -32.9% | +101.3% | +92.8% |
| All | +66.6% | -40.5% | +107.2% | +102.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling