+1,359.8%
WDC vs SPOT
+230.8%
+1,129.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.7% | +2.4% |
| 7D | +6.0% | -2.9% | +8.8% | +6.3% |
| 30D | +9.9% | +8.3% | +1.6% | +8.5% |
| 3M | -9.4% | +5.1% | -14.5% | -10.4% |
| 6M | +94.7% | -6.5% | +101.2% | +95.9% |
| YTD | +177.4% | -9.0% | +186.3% | +181.4% |
| 1Y | +412.6% | -26.4% | +439.0% | +455.0% |
| 3Y | +1,359.8% | +240.0% | +1,119.7% | +864.3% |
| All | +1,359.8% | +230.8% | +1,129.0% | +864.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling