-45.4%
WDC vs RY
+13.2%
-58.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -0.5% |
| 7D | -28.0% | -0.9% | -27.1% | -26.6% |
| 30D | -34.9% | +5.9% | -40.8% | -36.0% |
| 3M | -41.6% | -4.3% | -37.3% | -38.0% |
| 6M | -45.4% | +12.1% | -57.5% | -40.4% |
| All | -45.4% | +13.2% | -58.5% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 6mo: compounded portfolio wealth divided by compounded RY 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…
6mo analysis · Full analysis span regression · 6 months rolling