+411.1%
WDC vs STX
+372.6%
+38.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.1% | +3.0% |
| 7D | +7.5% | +9.6% | -2.1% | -1.7% |
| 30D | +10.1% | +10.6% | -0.5% | -0.7% |
| 3M | -6.8% | +4.8% | -11.6% | -9.6% |
| 6M | +84.1% | +137.3% | -53.1% | -14.1% |
| YTD | +180.3% | +222.5% | -42.2% | +1.3% |
| 1Y | +411.1% | +366.2% | +44.9% | +34.5% |
| All | +411.1% | +372.6% | +38.5% | +34.5% |
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