+992.2%
WDC vs W
-63.0%
+1,055.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.0% |
| 7D | +6.0% | +6.5% | -0.5% | +4.6% |
| 30D | +9.9% | -6.2% | +16.1% | +11.1% |
| 3M | -9.4% | +48.9% | -58.3% | -18.5% |
| 6M | +94.7% | +31.2% | +63.5% | +78.6% |
| YTD | +177.3% | -0.4% | +177.7% | +169.5% |
| 1Y | +412.4% | +14.8% | +397.6% | +377.6% |
| 3Y | +1,359.3% | +40.5% | +1,318.8% | +1,091.8% |
| 5Y | +992.2% | -62.1% | +1,054.3% | +865.6% |
| All | +992.2% | -63.0% | +1,055.2% | +865.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling