+1,394.6%
WDC vs U
+11.2%
+1,383.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +7.5% | +4.4% | +3.1% | +6.7% |
| 30D | +10.1% | -1.3% | +11.4% | +10.2% |
| 3M | -6.8% | +49.6% | -56.4% | -13.9% |
| 6M | +84.1% | +100.2% | -16.0% | +59.9% |
| YTD | +180.3% | -3.7% | +183.9% | +175.6% |
| 1Y | +411.1% | -6.5% | +417.6% | +401.5% |
| All | +1,394.6% | +11.2% | +1,383.4% | +1,195.9% |
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 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