+916.1%
WDC vs WTW
+42.0%
+874.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.0% | -3.0% |
| 7D | -4.3% | -5.7% | +1.4% | -3.8% |
| 30D | -1.5% | -7.3% | +5.8% | -0.8% |
| 3M | -15.5% | +21.5% | -36.9% | -18.6% |
| 6M | +66.5% | +9.6% | +56.8% | +63.5% |
| YTD | +159.9% | -3.3% | +163.1% | +165.0% |
| 1Y | +366.0% | -6.1% | +372.1% | +378.8% |
| 3Y | +1,285.8% | +61.8% | +1,224.0% | +949.0% |
| All | +916.1% | +42.0% | +874.1% | +711.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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