+567.0%
WDC vs NOW
-25.8%
+592.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.6% | -6.6% | -5.3% |
| 7D | +12.1% | +0.3% | +11.8% | +12.0% |
| 30D | -18.8% | -27.0% | +8.2% | -15.5% |
| 3M | -39.3% | -19.6% | -19.7% | -38.2% |
| 6M | -40.1% | +17.5% | -57.6% | -45.5% |
| YTD | +71.8% | -33.3% | +105.1% | +81.4% |
| 1Y | +88.5% | -39.8% | +128.3% | +106.4% |
| 3Y | +770.0% | -19.9% | +789.9% | +729.0% |
| All | +567.0% | -25.8% | +592.8% | +488.5% |
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