+84.7%
WDC vs SE
-53.5%
+138.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.7% | +12.0% | +9.1% |
| 7D | -3.2% | -7.7% | +4.5% | -1.5% |
| 30D | -19.0% | -22.8% | +3.8% | -15.0% |
| 3M | -28.4% | -43.7% | +15.3% | -20.5% |
| 6M | -39.2% | -12.8% | -26.4% | -40.3% |
| YTD | +82.1% | -42.0% | +124.1% | +124.3% |
| 1Y | +84.7% | -48.0% | +132.7% | +143.0% |
| All | +84.7% | -53.5% | +138.1% | +143.0% |
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