-39.2%
WDC vs SPOT
+46.8%
-86.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.9% | +8.5% |
| 7D | -3.2% | -3.0% | -0.3% | -4.8% |
| 30D | -19.0% | +15.2% | -34.2% | -12.9% |
| 3M | -28.4% | +21.6% | -50.0% | -21.1% |
| 6M | -39.2% | +45.2% | -84.4% | -32.2% |
| All | -39.2% | +46.8% | -86.0% | -32.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling