+1,394.6%
WDC vs TE
-22.1%
+1,416.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.4% |
| 7D | +7.5% | +15.0% | -7.5% | +5.6% |
| 30D | +10.1% | -7.5% | +17.6% | +10.7% |
| 3M | -6.8% | -42.0% | +35.1% | -1.7% |
| 6M | +84.1% | -31.4% | +115.6% | +88.7% |
| YTD | +180.3% | -26.5% | +206.7% | +184.2% |
| 1Y | +411.1% | +153.1% | +258.0% | +360.0% |
| All | +1,394.6% | -22.1% | +1,416.7% | +1,143.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling