+412.6%
WDC vs U
-3.2%
+415.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +1.9% |
| 7D | +6.0% | +4.5% | +1.5% | +5.5% |
| 30D | +9.9% | -0.6% | +10.5% | +9.9% |
| 3M | -9.4% | +48.4% | -57.8% | -14.8% |
| 6M | +94.7% | +115.4% | -20.6% | +70.0% |
| YTD | +177.4% | -3.2% | +180.6% | +193.1% |
| 1Y | +412.6% | -6.0% | +418.6% | +431.2% |
| All | +412.6% | -3.2% | +415.8% | +431.2% |
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