+113.2%
WDC vs TER
+42.7%
+70.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -6.8% | 0.0% | -1.9% |
| 7D | -18.3% | -19.9% | +1.6% | -4.4% |
| 30D | -26.7% | -43.5% | +16.9% | +9.6% |
| 3M | -40.9% | -37.8% | -3.2% | -19.3% |
| 6M | -26.8% | -25.6% | -1.2% | -11.2% |
| YTD | +88.2% | +29.8% | +58.4% | +27.2% |
| 1Y | +113.2% | +43.2% | +70.0% | +35.1% |
| All | +113.2% | +42.7% | +70.5% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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