+12,535.0%
WDC vs TPR
+7,380.8%
+5,154.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | -2.3% | +4.0% | +2.8% |
| 30D | -10.0% | -23.0% | +13.0% | -1.3% |
| 3M | -18.8% | -12.5% | -6.3% | -16.3% |
| 6M | +79.0% | -21.4% | +100.5% | +92.9% |
| YTD | +171.6% | -3.5% | +175.1% | +167.1% |
| 1Y | +417.4% | +17.4% | +400.0% | +365.1% |
| 3Y | +1,251.8% | +291.3% | +960.5% | +599.9% |
| 5Y | +911.7% | +241.9% | +669.8% | +436.0% |
| 10Y | +1,399.6% | +322.7% | +1,077.0% | +518.7% |
| All | +12,535.0% | +7,380.8% | +5,154.2% | +1,232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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