+567.0%
WDC vs STX
+462.7%
+104.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.1% | -1.9% | -2.2% |
| 7D | +12.1% | +14.6% | -2.5% | -0.7% |
| 30D | -18.8% | -26.0% | +7.2% | +6.5% |
| 3M | -39.3% | -42.6% | +3.3% | -0.9% |
| 6M | -40.1% | -35.3% | -4.9% | -10.1% |
| YTD | +71.8% | +92.5% | -20.7% | +2.4% |
| 1Y | +88.5% | +102.4% | -13.9% | +8.2% |
| 3Y | +770.0% | +673.8% | +96.2% | +61.9% |
| All | +567.0% | +462.7% | +104.3% | +45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling