+88.5%
WDC vs SPXU
-26.3%
+114.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.2% | -6.2% | -3.7% |
| 7D | +12.1% | -7.6% | +19.6% | +4.1% |
| 30D | -18.8% | +5.3% | -24.1% | -9.9% |
| 3M | -39.3% | +9.6% | -48.9% | -29.4% |
| 6M | -40.1% | -4.5% | -35.6% | -37.2% |
| YTD | +71.8% | -25.9% | +97.7% | +48.8% |
| 1Y | +88.5% | -28.9% | +117.3% | +57.4% |
| All | +88.5% | -26.3% | +114.8% | +57.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling