+4,345.7%
WDC vs UUUU
-91.9%
+4,437.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +2.0% |
| 7D | +6.0% | +2.8% | +3.2% | +5.7% |
| 30D | +9.9% | +3.4% | +6.5% | +9.3% |
| 3M | -9.4% | -3.9% | -5.5% | -9.1% |
| 6M | +94.7% | -23.2% | +117.9% | +99.2% |
| YTD | +177.4% | +0.6% | +176.8% | +175.1% |
| 1Y | +412.6% | +22.9% | +389.7% | +390.7% |
| 3Y | +1,359.8% | +98.6% | +1,261.1% | +1,192.5% |
| 5Y | +992.6% | +130.2% | +862.3% | +829.2% |
| 10Y | +1,245.5% | +519.5% | +726.0% | +883.8% |
| All | +4,345.7% | -91.9% | +4,437.6% | +3,126.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling