+916.1%
WDC vs SU
+348.9%
+567.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -2.9% |
| 7D | -4.3% | +2.2% | -6.5% | -5.1% |
| 30D | -1.5% | +8.4% | -9.9% | -4.4% |
| 3M | -15.5% | +12.1% | -27.6% | -19.1% |
| 6M | +66.5% | +19.7% | +46.8% | +54.1% |
| YTD | +159.9% | +58.4% | +101.4% | +116.3% |
| 1Y | +366.0% | +67.2% | +298.7% | +279.1% |
| 3Y | +1,285.8% | +125.0% | +1,160.8% | +899.4% |
| All | +916.1% | +348.9% | +567.2% | +483.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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