+18,223.1%
WDC vs WY
+676.8%
+17,546.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.8% |
| 7D | +6.0% | -2.1% | +8.0% | +7.0% |
| 30D | +9.9% | -10.5% | +20.4% | +15.3% |
| 3M | -9.4% | -4.9% | -4.6% | -8.6% |
| 6M | +94.7% | -4.9% | +99.6% | +96.1% |
| YTD | +177.3% | -1.7% | +178.9% | +174.2% |
| 1Y | +412.4% | -9.4% | +421.8% | +423.2% |
| 3Y | +1,359.3% | -22.3% | +1,381.6% | +1,470.5% |
| 5Y | +992.2% | -20.5% | +1,012.7% | +1,069.7% |
| 10Y | +1,245.1% | +4.9% | +1,240.1% | +1,142.1% |
| All | +18,223.1% | +676.8% | +17,546.3% | +6,134.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling