+11,353.0%
WDC vs SPY
+3,045.4%
+8,307.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | +16.3% | +3.3% | +13.0% | +11.5% |
| 30D | -18.3% | -2.7% | -15.6% | -13.8% |
| 3M | -31.4% | -1.7% | -29.7% | -28.8% |
| 6M | -36.3% | +3.1% | -39.4% | -37.0% |
| YTD | +80.8% | +11.9% | +68.9% | +62.4% |
| 1Y | +87.7% | +12.0% | +75.7% | +69.5% |
| 3Y | +819.4% | +78.2% | +741.3% | +359.5% |
| 5Y | +583.2% | +73.2% | +510.0% | +261.4% |
| 10Y | +689.8% | +309.6% | +380.1% | +45.4% |
| All | +11,353.0% | +3,045.4% | +8,307.6% | +40.3% |
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