+88.5%
WDC vs TLT
-7.4%
+95.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.9% |
| 7D | +12.1% | -3.1% | +15.2% | +12.6% |
| 30D | -18.8% | +1.0% | -19.8% | -19.8% |
| 3M | -39.3% | -2.7% | -36.6% | -38.3% |
| 6M | -40.1% | -4.1% | -36.0% | -37.7% |
| YTD | +71.8% | -5.4% | +77.2% | +82.7% |
| 1Y | +88.5% | -7.0% | +95.5% | +104.8% |
| All | +88.5% | -7.4% | +95.9% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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