+660.4%
WDC vs WM
+329.9%
+330.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -16.7% | +1.2% | -17.9% | -17.1% |
| 30D | -27.2% | +13.7% | -40.9% | -30.4% |
| 3M | -34.0% | +5.2% | -39.2% | -35.5% |
| 6M | -39.7% | +11.2% | -50.9% | -43.6% |
| YTD | +68.1% | +9.4% | +58.6% | +57.0% |
| 1Y | +66.3% | +20.4% | +45.9% | +47.5% |
| 3Y | +754.4% | +44.7% | +709.7% | +556.1% |
| 5Y | +595.8% | +58.5% | +537.3% | +394.7% |
| 10Y | +660.4% | +326.4% | +334.0% | +162.4% |
| All | +660.4% | +329.9% | +330.5% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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