+386.0%
WDC vs PSX
+101.7%
+284.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.6% | -4.5% |
| 7D | +4.4% | +1.5% | +2.9% | +4.6% |
| 30D | +5.3% | +15.8% | -10.5% | +7.4% |
| 3M | -5.9% | +43.0% | -48.9% | +1.2% |
| 6M | +73.2% | +61.1% | +12.2% | +89.6% |
| YTD | +167.8% | +104.5% | +63.3% | +195.9% |
| 1Y | +386.0% | +102.5% | +283.5% | +444.2% |
| All | +386.0% | +101.7% | +284.3% | +444.2% |
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