+1,011.9%
WDC vs U
-33.1%
+1,045.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.7% | -0.8% |
| 7D | +16.3% | +2.8% | +13.5% | +15.7% |
| 30D | -18.3% | +7.6% | -25.9% | -19.9% |
| 3M | -31.4% | +12.7% | -44.1% | -33.4% |
| 6M | -36.3% | +87.0% | -123.2% | -44.0% |
| YTD | +80.8% | +13.6% | +67.2% | +69.4% |
| 1Y | +87.7% | +25.3% | +62.4% | +72.8% |
| 3Y | +819.4% | +85.8% | +733.7% | +642.9% |
| 5Y | +583.2% | -74.5% | +657.7% | +537.3% |
| All | +1,011.9% | -33.1% | +1,045.0% | +816.1% |
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