+916.1%
WDC vs UUUU
+79.1%
+837.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.0% | +2.0% | -1.9% |
| 7D | -4.3% | -10.5% | +6.2% | -1.9% |
| 30D | -1.5% | -10.5% | +9.0% | +0.6% |
| 3M | -15.5% | -14.1% | -1.4% | -12.9% |
| 6M | +66.5% | -35.5% | +101.9% | +80.0% |
| YTD | +159.9% | -10.9% | +170.8% | +161.5% |
| 1Y | +366.0% | +3.4% | +362.6% | +335.5% |
| 3Y | +1,285.8% | +73.1% | +1,212.7% | +964.2% |
| All | +916.1% | +79.1% | +837.0% | +643.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling