+21,559.3%
WDC vs TDY
+6,954.6%
+14,604.7%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.7% | +1.7% |
| 7D | +7.5% | -1.8% | +9.3% | +8.3% |
| 30D | +10.1% | -13.8% | +23.8% | +17.3% |
| 3M | -6.8% | -3.9% | -2.9% | -4.7% |
| 6M | +84.1% | -9.0% | +93.1% | +93.2% |
| YTD | +180.3% | +16.5% | +163.7% | +165.6% |
| 1Y | +411.1% | +9.3% | +401.8% | +396.1% |
| 3Y | +1,375.0% | +45.1% | +1,329.9% | +1,173.1% |
| 5Y | +991.6% | +35.0% | +956.6% | +868.6% |
| 10Y | +1,309.1% | +469.0% | +840.1% | +652.2% |
| All | +21,559.3% | +6,954.6% | +14,604.7% | +6,374.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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