+1,309.1%
WDC vs W
+142.4%
+1,166.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | +7.5% | +5.9% | +1.6% | +6.2% |
| 30D | +10.1% | -3.0% | +13.1% | +10.5% |
| 3M | -6.8% | +40.3% | -47.2% | -15.0% |
| 6M | +84.1% | +32.2% | +51.9% | +68.8% |
| YTD | +180.3% | -0.3% | +180.5% | +172.4% |
| 1Y | +411.1% | +16.2% | +394.9% | +375.1% |
| 3Y | +1,375.0% | +40.7% | +1,334.3% | +1,111.4% |
| 5Y | +991.6% | -62.3% | +1,053.9% | +914.7% |
| 10Y | +1,309.1% | +162.2% | +1,146.9% | +643.3% |
| All | +1,309.1% | +142.4% | +1,166.7% | +643.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling