+88.5%
WDC vs TE
-49.1%
+137.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.0% | -2.0% | -4.3% |
| 7D | +12.1% | -19.1% | +31.1% | +17.7% |
| 30D | -18.8% | -34.1% | +15.3% | -10.5% |
| 3M | -39.3% | -60.1% | +20.8% | -26.2% |
| 6M | -40.1% | -66.0% | +25.8% | -24.1% |
| YTD | +71.8% | -71.4% | +143.2% | +120.3% |
| 1Y | +88.5% | -45.3% | +133.7% | +105.0% |
| All | +88.5% | -49.1% | +137.5% | +105.0% |
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