+928.6%
WDC vs TER
+197.9%
+730.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +5.5% | +0.4% | +2.5% |
| 7D | +1.7% | +0.6% | +1.1% | +1.3% |
| 30D | -10.0% | -8.3% | -1.7% | -5.1% |
| 3M | -18.8% | -12.2% | -6.5% | -11.5% |
| 6M | +79.0% | +17.1% | +62.0% | +60.5% |
| YTD | +171.6% | +84.7% | +86.9% | +90.3% |
| 1Y | +417.4% | +199.9% | +217.5% | +178.7% |
| 3Y | +1,251.8% | +232.8% | +1,019.0% | +536.5% |
| All | +928.6% | +197.9% | +730.7% | +368.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling