+479.4%
WDC vs PL
+41.8%
+437.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.1% |
| 7D | +16.3% | +22.3% | -6.0% | +12.1% |
| 30D | -18.3% | -8.3% | -9.9% | -16.8% |
| 3M | -31.4% | -43.3% | +11.8% | -24.9% |
| 6M | -36.3% | -65.8% | +29.5% | -25.0% |
| YTD | +80.8% | -29.5% | +110.4% | +86.2% |
| 1Y | +87.7% | +11.7% | +76.0% | +78.5% |
| 3Y | +819.4% | +540.6% | +278.9% | +517.9% |
| 5Y | +583.2% | +32.9% | +550.3% | +403.0% |
| All | +479.4% | +41.8% | +437.6% | +318.9% |
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