+1,328.4%
WDC vs WY
-25.0%
+1,353.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.8% | -3.8% |
| 7D | +4.4% | -3.7% | +8.1% | +5.4% |
| 30D | +5.3% | -11.3% | +16.6% | +8.2% |
| 3M | -5.9% | -8.1% | +2.2% | -4.6% |
| 6M | +73.2% | -7.4% | +80.7% | +74.7% |
| YTD | +167.8% | -4.7% | +172.5% | +167.0% |
| 1Y | +386.0% | -9.2% | +395.2% | +392.6% |
| All | +1,328.4% | -25.0% | +1,353.5% | +1,478.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling