+933.3%
WDC vs U
-32.9%
+966.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.1% |
| 7D | -16.7% | +24.4% | -41.1% | -20.3% |
| 30D | -27.2% | +7.4% | -34.6% | -28.6% |
| 3M | -34.0% | +16.8% | -50.8% | -36.3% |
| 6M | -39.7% | +78.8% | -118.5% | -46.6% |
| YTD | +68.1% | +14.0% | +54.1% | +57.4% |
| 1Y | +66.3% | +16.7% | +49.6% | +55.1% |
| 3Y | +754.4% | +86.4% | +668.0% | +590.2% |
| 5Y | +595.8% | -71.5% | +667.2% | +542.7% |
| All | +933.3% | -32.9% | +966.2% | +751.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling