+386.0%
WDC vs OMC
+5.7%
+380.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.9% | -3.7% |
| 7D | +4.4% | -6.2% | +10.6% | +1.4% |
| 30D | +5.3% | -7.6% | +12.8% | +1.7% |
| 3M | -5.9% | +7.4% | -13.3% | -2.2% |
| 6M | +73.2% | +0.1% | +73.1% | +76.2% |
| YTD | +167.8% | +0.4% | +167.4% | +180.3% |
| 1Y | +386.0% | +7.8% | +378.2% | +411.5% |
| All | +386.0% | +5.7% | +380.3% | +411.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 1y: compounded portfolio wealth divided by compounded OMC 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…
1y analysis · Full analysis span regression · 6 months rolling