+653.4%
WDC vs TER
+1,026.7%
-373.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +12.7% | -2.9% | +1.8% |
| 7D | -14.4% | -5.8% | -8.7% | -10.7% |
| 30D | -27.1% | -38.9% | +11.9% | -0.1% |
| 3M | -33.3% | -35.1% | +1.9% | -13.7% |
| 6M | -39.6% | -31.6% | -8.0% | -23.8% |
| YTD | +68.4% | +27.2% | +41.1% | +41.1% |
| 1Y | +78.2% | +35.2% | +42.9% | +44.0% |
| 3Y | +772.0% | +192.8% | +579.2% | +294.0% |
| 5Y | +584.9% | +72.4% | +512.5% | +309.6% |
| 10Y | +653.4% | +1,001.8% | -348.4% | +18.5% |
| All | +653.4% | +1,026.7% | -373.3% | +18.5% |
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