+66.6%
WDC vs PL
+8.6%
+58.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +14.5% | -4.6% | +6.2% |
| 7D | -14.4% | +10.9% | -25.3% | -16.4% |
| 30D | -27.1% | -16.4% | -10.7% | -24.3% |
| 3M | -33.3% | -39.9% | +6.7% | -25.9% |
| 6M | -39.6% | -63.2% | +23.6% | -27.4% |
| YTD | +68.4% | -27.1% | +95.5% | +75.2% |
| All | +66.6% | +8.6% | +58.0% | +62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling