+113.2%
WDC vs TE
-16.5%
+129.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.5% | -3.2% | -6.0% |
| 7D | -18.3% | +3.8% | -22.1% | -19.0% |
| 30D | -26.7% | -26.2% | -0.5% | -21.9% |
| 3M | -40.9% | -49.7% | +8.8% | -32.5% |
| 6M | -26.8% | -46.5% | +19.7% | -17.0% |
| YTD | +88.2% | -59.1% | +147.3% | +119.4% |
| 1Y | +113.2% | -25.8% | +139.0% | +100.4% |
| All | +113.2% | -16.5% | +129.7% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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