+991.6%
WDC vs SPOT
+111.4%
+880.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.3% |
| 7D | +7.5% | -6.5% | +14.0% | +9.1% |
| 30D | +10.1% | +2.2% | +7.9% | +9.0% |
| 3M | -6.8% | +5.4% | -12.2% | -9.2% |
| 6M | +84.1% | -4.0% | +88.2% | +82.4% |
| YTD | +180.3% | -9.9% | +190.2% | +179.2% |
| 1Y | +411.1% | -27.3% | +438.4% | +445.6% |
| 3Y | +1,375.0% | +236.4% | +1,138.6% | +807.7% |
| 5Y | +991.6% | +112.6% | +879.0% | +567.4% |
| All | +991.6% | +111.4% | +880.2% | +567.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling