+1,333.2%
WDC vs NOW
+2,046.7%
-713.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | -28.0% | -3.0% | -25.0% | -27.2% |
| 30D | -34.9% | -26.0% | -8.9% | -30.6% |
| 3M | -41.6% | -13.1% | -28.5% | -41.1% |
| 6M | -45.4% | +14.5% | -59.9% | -51.2% |
| YTD | +53.3% | -33.4% | +86.7% | +57.8% |
| 1Y | +61.5% | -40.6% | +102.2% | +72.7% |
| 3Y | +712.3% | -16.3% | +728.7% | +651.0% |
| 5Y | +524.2% | -26.3% | +550.6% | +474.3% |
| 10Y | +616.5% | +512.7% | +103.8% | +244.8% |
| All | +1,333.2% | +2,046.7% | -713.5% | +578.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling