+70.4%
WDC vs PL
+8.1%
+62.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -16.7% | +5.6% | -22.4% | -17.8% |
| 30D | -27.2% | -16.9% | -10.3% | -24.4% |
| 3M | -34.0% | -38.2% | +4.2% | -27.2% |
| 6M | -39.7% | -63.4% | +23.7% | -27.5% |
| YTD | +68.1% | -27.6% | +95.7% | +75.6% |
| All | +70.4% | +8.1% | +62.3% | +60.0% |
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