+113.2%
WDC vs STX
+119.7%
-6.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -8.1% | +1.4% | +1.1% |
| 7D | -18.3% | -20.2% | +1.9% | +1.5% |
| 30D | -26.7% | -37.2% | +10.5% | +14.6% |
| 3M | -40.9% | -34.1% | -6.9% | -13.1% |
| 6M | -26.8% | -24.5% | -2.3% | -2.3% |
| YTD | +88.2% | +102.9% | -14.8% | -3.9% |
| 1Y | +113.2% | +123.8% | -10.6% | -0.3% |
| All | +113.2% | +119.7% | -6.5% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 1y: compounded portfolio wealth divided by compounded STX 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…
1y analysis · Full analysis span regression · 6 months rolling