+6,921.6%
WDC vs STX
+10,249.8%
-3,328.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | +0.2% |
| 7D | +16.3% | +16.8% | -0.6% | +4.1% |
| 30D | -18.3% | -27.0% | +8.8% | +3.3% |
| 3M | -31.4% | -37.9% | +6.4% | -2.8% |
| 6M | -36.3% | -32.5% | -3.8% | -12.7% |
| YTD | +80.8% | +98.6% | -17.8% | +18.7% |
| 1Y | +87.7% | +93.6% | -5.9% | +26.0% |
| 3Y | +819.4% | +699.1% | +120.4% | +135.1% |
| 5Y | +583.2% | +481.0% | +102.2% | +113.6% |
| 10Y | +689.8% | +2,082.0% | -1,392.2% | +4.1% |
| All | +6,921.6% | +10,249.8% | -3,328.2% | +152.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling