+712.3%
WDC vs U
+81.5%
+630.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.5% | -7.0% | -2.2% |
| 7D | -28.0% | +36.6% | -64.5% | -31.9% |
| 30D | -34.9% | +13.3% | -48.3% | -36.5% |
| 3M | -41.6% | +26.2% | -67.7% | -44.1% |
| 6M | -45.4% | +88.7% | -134.1% | -51.9% |
| YTD | +53.3% | +16.6% | +36.7% | +45.4% |
| 1Y | +61.5% | +29.0% | +32.6% | +50.1% |
| 3Y | +712.3% | +99.5% | +612.9% | +578.3% |
| All | +712.3% | +81.5% | +630.9% | +578.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling