+770.0%
WDC vs STT
+182.6%
+587.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -4.9% |
| 7D | +12.1% | +4.8% | +7.3% | +8.4% |
| 30D | -18.8% | +3.9% | -22.7% | -20.3% |
| 3M | -39.3% | -8.2% | -31.2% | -35.1% |
| 6M | -40.1% | +15.6% | -55.7% | -45.1% |
| YTD | +71.8% | +37.6% | +34.2% | +40.6% |
| 1Y | +88.5% | +50.1% | +38.3% | +46.5% |
| 3Y | +770.0% | +183.1% | +586.9% | +381.6% |
| All | +770.0% | +182.6% | +587.4% | +381.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 3y: compounded portfolio wealth divided by compounded STT 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…
3y analysis · Full analysis span regression · 6 months rolling