+411.1%
WDC vs T
-8.9%
+420.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | -0.6% |
| 7D | +7.5% | -3.1% | +10.6% | +4.5% |
| 30D | +10.1% | +4.6% | +5.5% | +15.0% |
| 3M | -6.8% | +12.2% | -19.0% | +6.3% |
| 6M | +84.1% | -6.5% | +90.6% | +87.3% |
| YTD | +180.3% | +4.9% | +175.4% | +199.8% |
| 1Y | +411.1% | -10.5% | +421.6% | +430.1% |
| All | +411.1% | -8.9% | +420.0% | +430.1% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 1y: compounded portfolio wealth divided by compounded T 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…
1y analysis · Full analysis span regression · 6 months rolling