+18,229.0%
WDC vs SU
+60,758.6%
-42,529.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +2.1% |
| 7D | +6.0% | -1.0% | +7.0% | +6.0% |
| 30D | +9.9% | +13.7% | -3.8% | +9.9% |
| 3M | -9.4% | +8.0% | -17.4% | -9.4% |
| 6M | +94.7% | +21.0% | +73.7% | +94.7% |
| YTD | +177.4% | +56.2% | +121.1% | +177.2% |
| 1Y | +412.6% | +72.2% | +340.4% | +412.1% |
| 3Y | +1,359.8% | +118.1% | +1,241.7% | +1,358.0% |
| 5Y | +992.6% | +350.3% | +642.2% | +990.0% |
| 10Y | +1,245.5% | +248.5% | +997.0% | +1,242.7% |
| All | +18,229.0% | +60,758.6% | -42,529.6% | +18,214.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling