+957.1%
WDC vs XME
+167.8%
+789.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.7% | -0.7% | -1.7% |
| 7D | +4.4% | -3.0% | +7.5% | +6.9% |
| 30D | +5.3% | -2.6% | +7.9% | +6.9% |
| 3M | -5.9% | +2.2% | -8.1% | -7.4% |
| 6M | +73.2% | +0.7% | +72.5% | +72.9% |
| YTD | +167.8% | +10.9% | +156.9% | +152.4% |
| 1Y | +386.0% | +35.7% | +350.3% | +295.7% |
| 3Y | +1,309.7% | +127.1% | +1,182.6% | +705.8% |
| 5Y | +957.1% | +168.5% | +788.6% | +423.6% |
| All | +957.1% | +167.8% | +789.3% | +423.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 5y: compounded portfolio wealth divided by compounded XME 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…
5y analysis · Full analysis span regression · 6 months rolling