+17,097.7%
WDC vs SPY
+3,091.8%
+14,005.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +6.4% |
| 7D | +1.7% | +0.1% | +1.6% | +1.5% |
| 30D | -10.0% | +0.1% | -10.0% | -10.1% |
| 3M | -18.8% | +2.0% | -20.7% | -19.6% |
| 6M | +79.0% | +13.0% | +66.0% | +55.3% |
| YTD | +171.6% | +13.5% | +158.0% | +135.6% |
| 1Y | +417.4% | +20.0% | +397.4% | +320.4% |
| 3Y | +1,251.8% | +77.2% | +1,174.6% | +570.7% |
| 5Y | +911.7% | +81.9% | +829.8% | +393.8% |
| 10Y | +1,399.6% | +314.1% | +1,085.6% | +168.2% |
| All | +17,097.7% | +3,091.8% | +14,005.9% | +103.5% |
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