+1,309.1%
WDC vs O
+49.9%
+1,259.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.7% |
| 7D | +7.5% | -2.3% | +9.7% | +8.5% |
| 30D | +10.1% | -2.4% | +12.5% | +11.2% |
| 3M | -6.8% | -0.6% | -6.2% | -7.9% |
| 6M | +84.1% | -5.0% | +89.1% | +85.8% |
| YTD | +180.3% | +10.4% | +169.9% | +160.9% |
| 1Y | +411.1% | +6.6% | +404.5% | +383.0% |
| 3Y | +1,375.0% | +28.4% | +1,346.6% | +1,121.2% |
| 5Y | +991.6% | +15.3% | +976.3% | +857.9% |
| 10Y | +1,309.1% | +55.3% | +1,253.8% | +950.3% |
| All | +1,309.1% | +49.9% | +1,259.2% | +950.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling