-40.1%
WDC vs WY
-9.5%
-30.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -4.0% |
| 7D | +12.1% | -0.8% | +12.9% | +11.6% |
| 30D | -18.8% | +10.1% | -28.9% | -14.0% |
| 3M | -39.3% | -15.4% | -23.9% | -42.2% |
| 6M | -40.1% | -8.3% | -31.8% | -42.7% |
| All | -40.1% | -9.5% | -30.6% | -42.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling