+277.4%
WDC vs Q
+75.3%
+202.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +0.1% |
| 7D | +6.0% | +6.7% | -0.8% | +0.3% |
| 30D | +9.9% | -10.6% | +20.5% | +20.6% |
| 3M | -9.4% | -14.6% | +5.2% | +5.5% |
| 6M | +94.7% | +12.1% | +82.6% | +81.1% |
| YTD | +177.3% | +51.3% | +126.0% | +105.1% |
| All | +277.4% | +75.3% | +202.1% | +210.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling