+113.2%
WDC vs Q
+19.7%
+93.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.1% | -6.7% | -6.7% |
| 7D | -18.3% | -3.3% | -15.0% | -15.8% |
| 30D | -26.7% | -9.7% | -17.0% | -19.9% |
| 3M | -40.9% | -16.1% | -24.8% | -31.7% |
| 6M | -26.8% | -15.7% | -11.1% | -14.9% |
| YTD | +88.2% | +45.7% | +42.4% | +40.8% |
| 1Y | +113.2% | +18.0% | +95.2% | +76.1% |
| All | +113.2% | +19.7% | +93.5% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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