+712.3%
WDC vs PCOR
+43.8%
+668.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | -28.0% | +22.7% | -50.7% | -29.8% |
| 30D | -34.9% | +37.5% | -72.4% | -37.6% |
| 3M | -41.6% | +35.2% | -76.8% | -44.1% |
| 6M | -45.4% | +42.2% | -87.6% | -47.8% |
| YTD | +53.3% | +3.6% | +49.7% | +59.4% |
| 1Y | +61.5% | -4.8% | +66.3% | +73.8% |
| 3Y | +712.3% | +48.3% | +664.0% | +686.2% |
| All | +712.3% | +43.8% | +668.6% | +686.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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