+12,335.5%
WDC vs USB
+8,296.0%
+4,039.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.9% | -8.7% | -7.6% |
| 7D | -18.3% | +2.4% | -20.7% | -19.2% |
| 30D | -26.7% | +6.6% | -33.2% | -28.9% |
| 3M | -40.9% | -4.1% | -36.9% | -40.1% |
| 6M | -26.8% | +12.5% | -39.2% | -31.2% |
| YTD | +88.2% | +17.6% | +70.5% | +73.8% |
| 1Y | +113.2% | +36.5% | +76.7% | +84.6% |
| 3Y | +901.0% | +95.4% | +805.6% | +636.2% |
| 5Y | +682.2% | +26.1% | +656.1% | +577.2% |
| 10Y | +779.6% | +101.3% | +678.4% | +526.4% |
| All | +12,335.5% | +8,296.0% | +4,039.5% | +3,328.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling