+411.1%
WDC vs SE
-42.8%
+453.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +1.6% |
| 7D | +7.5% | -3.6% | +11.1% | +8.0% |
| 30D | +10.1% | -5.3% | +15.4% | +10.4% |
| 3M | -6.8% | +28.1% | -34.9% | -13.1% |
| 6M | +84.1% | +20.7% | +63.5% | +73.5% |
| YTD | +180.3% | -14.8% | +195.0% | +199.8% |
| 1Y | +411.1% | -43.6% | +454.7% | +444.2% |
| All | +411.1% | -42.8% | +453.9% | +444.2% |
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