+66.3%
WDC vs WM
+20.3%
+46.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | +0.3% |
| 7D | -16.7% | +1.2% | -17.9% | -14.9% |
| 30D | -27.2% | +13.7% | -40.9% | -10.4% |
| 3M | -34.0% | +5.2% | -39.2% | -27.0% |
| 6M | -39.7% | +11.2% | -50.9% | -28.3% |
| YTD | +68.1% | +9.4% | +58.6% | +101.6% |
| 1Y | +66.3% | +20.4% | +45.9% | +126.6% |
| All | +66.3% | +20.3% | +46.0% | +126.6% |
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