+412.6%
WDC vs NOW
-26.7%
+439.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.1% | +0.6% |
| 7D | +6.0% | -6.1% | +12.1% | +4.1% |
| 30D | +9.9% | +7.5% | +2.5% | +13.5% |
| 3M | -9.4% | +17.5% | -26.9% | 0.0% |
| 6M | +94.7% | +7.9% | +86.8% | +117.8% |
| YTD | +177.4% | -12.4% | +189.7% | +220.8% |
| 1Y | +412.6% | -28.6% | +441.1% | +481.4% |
| All | +412.6% | -26.7% | +439.3% | +481.4% |
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