+770.0%
WDC vs XLI
+72.0%
+698.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.3% |
| 7D | +12.1% | +3.8% | +8.3% | +5.4% |
| 30D | -18.8% | +1.0% | -19.8% | -18.9% |
| 3M | -39.3% | -8.9% | -30.4% | -27.6% |
| 6M | -40.1% | -2.3% | -37.8% | -35.5% |
| YTD | +71.8% | +9.7% | +62.1% | +56.4% |
| 1Y | +88.5% | +12.3% | +76.2% | +66.1% |
| 3Y | +770.0% | +71.5% | +698.5% | +354.0% |
| All | +770.0% | +72.0% | +698.0% | +354.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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