+73.2%
WDC vs PG
-6.7%
+79.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.7% | -4.2% |
| 7D | +4.4% | -2.7% | +7.1% | +1.3% |
| 30D | +5.3% | -1.5% | +6.8% | +3.9% |
| 3M | -5.9% | -3.4% | -2.6% | -7.2% |
| 6M | +73.2% | -7.0% | +80.2% | +87.0% |
| All | +73.2% | -6.7% | +79.9% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 6mo: compounded portfolio wealth divided by compounded PG 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…
6mo analysis · Full analysis span regression · 6 months rolling