+417.4%
WDC vs PSX
+101.0%
+316.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.9% |
| 7D | +1.7% | +4.5% | -2.8% | +2.3% |
| 30D | -10.0% | +26.6% | -36.6% | -6.8% |
| 3M | -18.8% | +39.3% | -58.0% | -13.0% |
| 6M | +79.0% | +56.8% | +22.2% | +95.1% |
| YTD | +171.6% | +101.8% | +69.7% | +199.2% |
| 1Y | +417.4% | +99.6% | +317.8% | +480.5% |
| All | +417.4% | +101.0% | +316.3% | +480.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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