+22,719.6%
WDC vs WTW
+1,094.8%
+21,624.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.6% | +2.7% |
| 7D | +7.5% | -7.1% | +14.6% | +11.1% |
| 30D | +10.1% | -8.5% | +18.6% | +14.1% |
| 3M | -6.8% | +20.6% | -27.4% | -17.1% |
| 6M | +84.1% | +7.2% | +76.9% | +70.5% |
| YTD | +180.3% | -3.9% | +184.1% | +171.6% |
| 1Y | +411.1% | -3.6% | +414.7% | +390.8% |
| 3Y | +1,375.0% | +60.7% | +1,314.3% | +942.0% |
| 5Y | +991.6% | +42.2% | +949.4% | +720.1% |
| 10Y | +1,309.1% | +195.5% | +1,113.6% | +630.4% |
| All | +22,719.6% | +1,094.8% | +21,624.8% | +7,733.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling