+583.2%
WDC vs SPXU
-83.8%
+667.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.7% | -0.1% |
| 7D | +16.3% | -9.4% | +25.6% | +10.6% |
| 30D | -18.3% | +7.4% | -25.7% | -12.2% |
| 3M | -31.4% | +6.2% | -37.6% | -26.7% |
| 6M | -36.3% | -7.2% | -29.1% | -34.6% |
| YTD | +80.8% | -26.8% | +107.6% | +69.9% |
| 1Y | +87.7% | -26.3% | +114.0% | +79.1% |
| 3Y | +819.4% | -80.6% | +900.1% | +455.8% |
| 5Y | +583.2% | -83.6% | +666.8% | +369.3% |
| All | +583.2% | -83.8% | +667.0% | +369.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling