+408.5%
WDC vs WAB
+47.8%
+360.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +2.5% |
| 7D | +7.5% | +0.2% | +7.2% | +7.2% |
| 30D | +10.1% | -4.6% | +14.6% | +15.7% |
| 3M | -6.8% | +5.6% | -12.5% | -11.9% |
| 6M | +84.1% | +13.8% | +70.3% | +59.2% |
| YTD | +180.3% | +31.9% | +148.4% | +105.4% |
| All | +408.5% | +47.8% | +360.7% | +241.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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