+980.3%
WDC vs O
+14.3%
+966.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +6.0% | -0.6% | +6.6% | +6.1% |
| 30D | +9.9% | -2.0% | +11.9% | +10.2% |
| 3M | -9.4% | +3.0% | -12.4% | -10.7% |
| 6M | +94.7% | -3.6% | +98.4% | +95.1% |
| YTD | +177.4% | +12.1% | +165.3% | +165.3% |
| 1Y | +412.6% | +8.9% | +403.7% | +393.9% |
| 3Y | +1,359.8% | +30.3% | +1,329.4% | +1,189.3% |
| All | +980.3% | +14.3% | +966.0% | +940.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling