+642.9%
WDC vs SPXU
-99.5%
+742.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.2% | -6.2% | -4.3% |
| 7D | +12.1% | -7.6% | +19.6% | +8.1% |
| 30D | -18.8% | +5.3% | -24.1% | -14.0% |
| 3M | -39.3% | +9.6% | -48.9% | -34.2% |
| 6M | -40.1% | -4.5% | -35.6% | -37.6% |
| YTD | +71.8% | -25.9% | +97.7% | +63.1% |
| 1Y | +88.5% | -28.9% | +117.3% | +77.0% |
| 3Y | +770.0% | -80.5% | +850.5% | +419.3% |
| 5Y | +549.0% | -83.4% | +632.4% | +357.0% |
| All | +642.9% | -99.5% | +742.3% | +46.4% |
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