+10,029.5%
WDC vs TER
+8,630.0%
+1,399.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -2.5% |
| 7D | -28.0% | -20.5% | -7.5% | -20.1% |
| 30D | -34.9% | -47.0% | +12.1% | -14.2% |
| 3M | -41.6% | -43.3% | +1.7% | -25.9% |
| 6M | -45.4% | -42.9% | -2.5% | -29.9% |
| YTD | +53.3% | +12.9% | +40.4% | +47.2% |
| 1Y | +61.5% | +18.2% | +43.4% | +52.5% |
| 3Y | +712.3% | +151.8% | +560.6% | +439.9% |
| 5Y | +524.2% | +54.2% | +470.0% | +396.1% |
| 10Y | +616.5% | +908.2% | -291.7% | +177.6% |
| All | +10,029.5% | +8,630.0% | +1,399.6% | +972.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling