+1,228.2%
WDC vs UUUU
+495.2%
+733.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.3% | +1.9% | -3.2% |
| 7D | +4.4% | -5.0% | +9.4% | +5.5% |
| 30D | +5.3% | -7.8% | +13.1% | +6.6% |
| 3M | -5.9% | -0.4% | -5.5% | -6.0% |
| 6M | +73.2% | -32.9% | +106.1% | +84.7% |
| YTD | +167.8% | -6.3% | +174.1% | +166.3% |
| 1Y | +386.0% | +7.9% | +378.1% | +355.8% |
| 3Y | +1,309.7% | +85.2% | +1,224.5% | +1,018.4% |
| 5Y | +957.1% | +97.0% | +860.1% | +679.5% |
| All | +1,228.2% | +495.2% | +733.0% | +583.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling