+1,330.5%
WDC vs W
+41.4%
+1,289.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.5% | +3.3% | +5.3% |
| 7D | +1.7% | -4.2% | +5.9% | +2.7% |
| 30D | -10.0% | -7.6% | -2.4% | -8.5% |
| 3M | -18.8% | +37.2% | -55.9% | -26.4% |
| 6M | +79.0% | +26.3% | +52.7% | +64.0% |
| YTD | +171.6% | -1.0% | +172.5% | +163.5% |
| 1Y | +417.4% | +20.1% | +397.3% | +372.6% |
| All | +1,330.5% | +41.4% | +1,289.1% | +966.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling