+1,394.6%
WDC vs PSX
+134.3%
+1,260.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +7.5% | +1.8% | +5.6% | +6.9% |
| 30D | +10.1% | +21.6% | -11.6% | +4.2% |
| 3M | -6.8% | +46.5% | -53.3% | -16.3% |
| 6M | +84.1% | +62.0% | +22.1% | +58.6% |
| YTD | +180.3% | +106.3% | +73.9% | +117.4% |
| 1Y | +411.1% | +103.0% | +308.1% | +296.6% |
| All | +1,394.6% | +134.3% | +1,260.3% | +940.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling