+992.6%
WDC vs SE
-67.4%
+1,060.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.9% |
| 7D | +6.0% | +0.6% | +5.4% | +5.8% |
| 30D | +9.9% | -0.1% | +10.0% | +9.4% |
| 3M | -9.4% | +34.1% | -43.5% | -16.0% |
| 6M | +94.7% | +23.2% | +71.5% | +82.7% |
| YTD | +177.4% | -11.2% | +188.5% | +179.1% |
| 1Y | +412.6% | -40.5% | +453.1% | +461.5% |
| 3Y | +1,359.8% | +196.3% | +1,163.5% | +1,007.3% |
| 5Y | +992.6% | -67.0% | +1,059.6% | +954.5% |
| All | +992.6% | -67.4% | +1,060.0% | +954.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling