+772.0%
WDC vs PL
+544.4%
+227.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +14.5% | -4.6% | +7.1% |
| 7D | -14.4% | +10.9% | -25.3% | -15.9% |
| 30D | -27.1% | -16.4% | -10.7% | -24.6% |
| 3M | -33.3% | -39.9% | +6.7% | -27.2% |
| 6M | -39.6% | -63.2% | +23.6% | -29.2% |
| YTD | +68.4% | -27.1% | +95.5% | +72.9% |
| 1Y | +78.2% | +12.2% | +66.0% | +69.2% |
| 3Y | +772.0% | +584.3% | +187.7% | +480.5% |
| All | +772.0% | +544.4% | +227.6% | +480.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling