+88.5%
WDC vs WM
+21.5%
+67.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.2% |
| 7D | +12.1% | +3.2% | +8.9% | +17.2% |
| 30D | -18.8% | +13.0% | -31.8% | -1.4% |
| 3M | -39.3% | +9.2% | -48.5% | -29.3% |
| 6M | -40.1% | +13.6% | -53.8% | -26.4% |
| YTD | +71.8% | +12.4% | +59.4% | +113.5% |
| 1Y | +88.5% | +21.2% | +67.3% | +160.3% |
| All | +88.5% | +21.5% | +67.0% | +160.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling