+386.0%
WDC vs TE
+136.1%
+249.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.7% | +2.3% | -3.3% |
| 7D | +4.4% | +0.9% | +3.5% | +4.2% |
| 30D | +5.3% | -16.3% | +21.6% | +8.0% |
| 3M | -5.9% | -40.8% | +34.8% | +1.6% |
| 6M | +73.2% | -42.6% | +115.8% | +87.0% |
| YTD | +167.8% | -31.4% | +199.3% | +183.3% |
| 1Y | +386.0% | +144.9% | +241.1% | +384.1% |
| All | +386.0% | +136.1% | +249.9% | +384.1% |
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