+2,925.4%
WDC vs SPXU
-100.0%
+3,025.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.3% | +4.6% | +6.5% |
| 7D | +1.7% | -0.1% | +1.9% | +1.7% |
| 30D | -10.0% | +0.8% | -10.8% | -9.5% |
| 3M | -18.8% | -4.7% | -14.1% | -18.2% |
| 6M | +79.0% | -29.6% | +108.6% | +59.0% |
| YTD | +171.6% | -29.9% | +201.4% | +143.9% |
| 1Y | +417.4% | -39.1% | +456.5% | +343.2% |
| 3Y | +1,251.8% | -80.0% | +1,331.8% | +712.7% |
| 5Y | +911.7% | -86.0% | +997.7% | +547.7% |
| 10Y | +1,399.6% | -99.5% | +1,499.2% | +244.4% |
| All | +2,925.4% | -100.0% | +3,025.4% | +85.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling