+1,228.2%
WDC vs SPXU
-99.5%
+1,327.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.8% | -6.3% | -3.5% |
| 7D | +4.4% | +6.4% | -1.9% | +7.9% |
| 30D | +5.3% | +5.9% | -0.7% | +8.7% |
| 3M | -5.9% | -11.7% | +5.7% | -9.6% |
| 6M | +73.2% | -28.7% | +101.9% | +53.7% |
| YTD | +167.8% | -26.4% | +194.2% | +145.6% |
| 1Y | +386.0% | -35.2% | +421.2% | +326.9% |
| 3Y | +1,309.7% | -79.8% | +1,389.5% | +737.6% |
| 5Y | +957.1% | -86.1% | +1,043.1% | +565.3% |
| All | +1,228.2% | -99.5% | +1,327.7% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling