+1,328.4%
WDC vs UUUU
+83.7%
+1,244.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.3% | +1.9% | -3.1% |
| 7D | +4.4% | -5.0% | +9.4% | +5.6% |
| 30D | +5.3% | -7.8% | +13.1% | +6.8% |
| 3M | -5.9% | -0.4% | -5.5% | -6.2% |
| 6M | +73.2% | -32.9% | +106.1% | +84.1% |
| YTD | +167.8% | -6.3% | +174.1% | +169.4% |
| 1Y | +386.0% | +7.9% | +378.1% | +355.8% |
| All | +1,328.4% | +83.7% | +1,244.7% | +1,001.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling