+928.6%
WDC vs NOW
+4.1%
+924.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.0% | +8.8% | +6.3% |
| 7D | +1.7% | -2.4% | +4.1% | +2.0% |
| 30D | -10.0% | +20.5% | -30.5% | -13.3% |
| 3M | -18.8% | +18.3% | -37.1% | -21.9% |
| 6M | +79.0% | +24.1% | +55.0% | +65.9% |
| YTD | +171.6% | -7.8% | +179.3% | +175.3% |
| 1Y | +417.4% | -21.4% | +438.8% | +452.5% |
| 3Y | +1,251.8% | +19.5% | +1,232.3% | +1,101.3% |
| All | +928.6% | +4.1% | +924.5% | +767.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling