+1,394.6%
WDC vs OMC
+9.5%
+1,385.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | +1.0% |
| 7D | +7.5% | -4.2% | +11.7% | +7.4% |
| 30D | +10.1% | -7.5% | +17.6% | +9.9% |
| 3M | -6.8% | +4.6% | -11.5% | -8.0% |
| 6M | +84.1% | -4.8% | +89.0% | +84.0% |
| YTD | +180.3% | -1.0% | +181.3% | +180.3% |
| 1Y | +411.1% | +3.8% | +407.2% | +397.7% |
| All | +1,394.6% | +9.5% | +1,385.1% | +1,359.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling