+113.2%
WDC vs U
+17.5%
+95.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.9% | -11.7% | -7.3% |
| 7D | -18.3% | +7.5% | -25.8% | -19.0% |
| 30D | -26.7% | -7.0% | -19.6% | -26.1% |
| 3M | -40.9% | +20.6% | -61.5% | -42.2% |
| 6M | -26.8% | +53.2% | -79.9% | -31.1% |
| YTD | +88.2% | -3.9% | +92.0% | +102.4% |
| 1Y | +113.2% | +18.4% | +94.8% | +106.5% |
| All | +113.2% | +17.5% | +95.7% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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