+450.4%
WDC vs PL
+40.9%
+409.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.9% |
| 7D | +12.1% | +10.0% | +2.0% | +10.2% |
| 30D | -18.8% | -2.3% | -16.5% | -18.3% |
| 3M | -39.3% | -44.2% | +4.9% | -33.3% |
| 6M | -40.1% | -66.1% | +26.0% | -29.4% |
| YTD | +71.8% | -30.0% | +101.8% | +77.1% |
| 1Y | +88.5% | +21.0% | +67.4% | +77.0% |
| 3Y | +770.0% | +516.5% | +253.5% | +488.0% |
| 5Y | +549.0% | +32.0% | +517.0% | +378.4% |
| All | +450.4% | +40.9% | +409.5% | +298.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling