+417.4%
WDC vs SE
-38.5%
+455.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.8% | +6.0% |
| 7D | +1.7% | -6.1% | +7.8% | +2.7% |
| 30D | -10.0% | -2.5% | -7.5% | -10.0% |
| 3M | -18.8% | +21.7% | -40.5% | -22.9% |
| 6M | +79.0% | +27.0% | +52.0% | +66.8% |
| YTD | +171.6% | -12.1% | +183.7% | +189.2% |
| 1Y | +417.4% | -40.9% | +458.3% | +456.1% |
| All | +417.4% | -38.5% | +455.9% | +456.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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