+1,359.8%
WDC vs STX
+1,424.0%
-64.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.5% | -4.4% | -3.8% |
| 7D | +6.0% | +10.7% | -4.7% | -3.7% |
| 30D | +9.9% | +11.3% | -1.3% | -1.0% |
| 3M | -9.4% | +3.2% | -12.6% | -10.9% |
| 6M | +94.7% | +157.0% | -62.2% | -14.7% |
| YTD | +177.4% | +229.2% | -51.8% | -1.4% |
| 1Y | +412.6% | +381.8% | +30.7% | +29.8% |
| 3Y | +1,359.8% | +1,383.2% | -23.4% | +35.1% |
| All | +1,359.8% | +1,424.0% | -64.2% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling