+412.6%
WDC vs S
+4.5%
+408.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +2.1% |
| 7D | +6.0% | -5.8% | +11.8% | +5.8% |
| 30D | +9.9% | -9.2% | +19.1% | +9.8% |
| 3M | -9.4% | +23.4% | -32.8% | -8.5% |
| 6M | +94.7% | +36.9% | +57.8% | +95.6% |
| YTD | +177.4% | +29.5% | +147.8% | +180.8% |
| 1Y | +412.6% | +5.4% | +407.2% | +428.3% |
| All | +412.6% | +4.5% | +408.1% | +428.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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