+712.3%
WDC vs P
+175.5%
+536.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -5.0% | -3.0% |
| 7D | -28.0% | -23.8% | -4.1% | -18.5% |
| 30D | -34.9% | -36.6% | +1.7% | -20.6% |
| 3M | -41.6% | +10.9% | -52.4% | -45.0% |
| 6M | -45.4% | +30.0% | -75.4% | -52.3% |
| YTD | +53.3% | +44.4% | +8.9% | +28.0% |
| 1Y | +61.5% | +3.9% | +57.6% | +48.9% |
| 3Y | +712.3% | +176.6% | +535.8% | +448.6% |
| All | +712.3% | +175.5% | +536.9% | +448.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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