+417.4%
WDC vs USB
+35.1%
+382.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.1% | +5.9% |
| 7D | +1.7% | +1.4% | +0.3% | +1.3% |
| 30D | -10.0% | -1.3% | -8.7% | -9.5% |
| 3M | -18.8% | +15.2% | -34.0% | -22.5% |
| 6M | +79.0% | +18.8% | +60.2% | +66.6% |
| YTD | +171.6% | +21.0% | +150.5% | +157.2% |
| 1Y | +417.4% | +34.0% | +383.4% | +410.5% |
| All | +417.4% | +35.1% | +382.2% | +410.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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