+770.0%
WDC vs T
+65.2%
+704.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +2.5% | +9.5% | +13.4% |
| 30D | -18.8% | -3.8% | -15.0% | -19.9% |
| 3M | -39.3% | -8.7% | -30.6% | -41.3% |
| 6M | -40.1% | -8.1% | -32.0% | -40.2% |
| YTD | +71.8% | -6.4% | +78.3% | +71.9% |
| 1Y | +88.5% | -9.8% | +98.2% | +87.2% |
| 3Y | +770.0% | +65.5% | +704.5% | +918.3% |
| All | +770.0% | +65.2% | +704.8% | +918.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling