+88.5%
WDC vs U
+33.7%
+54.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +5.2% | -10.2% | -5.1% |
| 7D | +12.1% | +2.6% | +9.5% | +12.0% |
| 30D | -18.8% | +27.6% | -46.4% | -19.5% |
| 3M | -39.3% | +15.3% | -54.6% | -39.4% |
| 6M | -40.1% | +96.4% | -136.5% | -43.3% |
| YTD | +71.8% | +19.6% | +52.2% | +86.0% |
| 1Y | +88.5% | +42.1% | +46.4% | +83.9% |
| All | +88.5% | +33.7% | +54.8% | +83.9% |
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