+11,430.2%
WDC vs SPY
+3,056.6%
+8,373.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.3% | +7.0% | +6.5% |
| 7D | -3.2% | -0.9% | -2.3% | -0.8% |
| 30D | -19.0% | -2.4% | -16.7% | -15.0% |
| 3M | -28.4% | -1.2% | -27.3% | -26.3% |
| 6M | -39.2% | +3.3% | -42.5% | -40.1% |
| YTD | +82.1% | +12.3% | +69.8% | +62.7% |
| 1Y | +84.7% | +12.4% | +72.2% | +65.8% |
| 3Y | +825.6% | +78.8% | +746.8% | +360.3% |
| 5Y | +608.2% | +75.2% | +533.0% | +269.1% |
| 10Y | +695.1% | +311.1% | +384.0% | +45.7% |
| All | +11,430.2% | +3,056.6% | +8,373.7% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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