+113.2%
WDC vs W
+21.5%
+91.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +11.0% | -17.8% | -9.3% |
| 7D | -18.3% | +8.4% | -26.7% | -20.0% |
| 30D | -26.7% | +16.5% | -43.2% | -29.5% |
| 3M | -40.9% | +6.4% | -47.4% | -42.0% |
| 6M | -26.8% | +90.5% | -117.3% | -41.9% |
| YTD | +88.2% | +23.1% | +65.1% | +79.2% |
| 1Y | +113.2% | +24.3% | +88.9% | +101.1% |
| All | +113.2% | +21.5% | +91.7% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling