+417.4%
WDC vs TE
+132.3%
+285.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.3% | +4.5% | +5.6% |
| 7D | +1.7% | -4.0% | +5.7% | +2.4% |
| 30D | -10.0% | -15.9% | +5.9% | -7.9% |
| 3M | -18.8% | -60.5% | +41.8% | -8.0% |
| 6M | +79.0% | -35.2% | +114.2% | +90.5% |
| YTD | +171.6% | -31.1% | +202.7% | +187.2% |
| 1Y | +417.4% | +148.6% | +268.7% | +398.2% |
| All | +417.4% | +132.3% | +285.1% | +398.2% |
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