+1,329.2%
WDC vs SE
+191.1%
+1,138.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.8% | +6.1% |
| 7D | +1.7% | -6.1% | +7.8% | +3.2% |
| 30D | -10.0% | -2.5% | -7.5% | -9.9% |
| 3M | -18.8% | +21.7% | -40.5% | -23.5% |
| 6M | +79.0% | +27.0% | +52.0% | +65.0% |
| YTD | +171.6% | -12.1% | +183.7% | +176.0% |
| 1Y | +417.4% | -40.9% | +458.3% | +480.3% |
| All | +1,329.2% | +191.1% | +1,138.1% | +1,034.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling