+2,805.2%
WDC vs WU
-22.9%
+2,828.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.1% |
| 7D | +16.3% | -5.3% | +21.6% | +19.2% |
| 30D | -18.3% | +9.0% | -27.3% | -23.0% |
| 3M | -31.4% | -3.6% | -27.9% | -31.8% |
| 6M | -36.3% | -19.4% | -16.9% | -32.9% |
| YTD | +80.8% | -21.7% | +102.5% | +91.3% |
| 1Y | +87.7% | -16.1% | +103.8% | +91.1% |
| 3Y | +819.4% | -24.1% | +843.6% | +840.4% |
| 5Y | +583.2% | -44.1% | +627.3% | +708.4% |
| 10Y | +689.8% | -39.6% | +729.4% | +785.3% |
| All | +2,805.2% | -22.9% | +2,828.1% | +2,368.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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