+66.3%
WDC vs SPOT
-2.2%
+68.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.3% |
| 7D | -16.7% | +1.0% | -17.8% | -16.5% |
| 30D | -27.2% | +14.6% | -41.8% | -24.0% |
| 3M | -34.0% | +18.4% | -52.4% | -30.4% |
| 6M | -39.7% | +45.1% | -84.8% | -34.4% |
| YTD | +68.1% | +4.4% | +63.7% | +92.4% |
| 1Y | +66.3% | -2.7% | +69.0% | +101.1% |
| All | +66.3% | -2.2% | +68.5% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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