+1,245.5%
WDC vs TER
+1,753.0%
-507.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.1% | -0.5% |
| 7D | +6.0% | +11.0% | -5.0% | -0.8% |
| 30D | +9.9% | -1.9% | +11.8% | +11.1% |
| 3M | -9.4% | -0.7% | -8.7% | -8.4% |
| 6M | +94.7% | +36.4% | +58.4% | +56.7% |
| YTD | +177.4% | +92.4% | +84.9% | +81.5% |
| 1Y | +412.6% | +213.5% | +199.1% | +147.3% |
| 3Y | +1,359.8% | +277.2% | +1,082.5% | +469.6% |
| 5Y | +992.6% | +219.1% | +773.4% | +339.6% |
| 10Y | +1,245.5% | +1,744.2% | -498.7% | +45.8% |
| All | +1,245.5% | +1,753.0% | -507.5% | +45.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling