+380.3%
WDC vs XYZ
+6.9%
+373.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.3% |
| 7D | +4.4% | -5.2% | +9.6% | +5.5% |
| 30D | +5.3% | 0.0% | +5.3% | +5.0% |
| 3M | -5.9% | +18.7% | -24.6% | -9.6% |
| 6M | +73.2% | +20.5% | +52.7% | +64.5% |
| YTD | +167.8% | +21.5% | +146.4% | +158.0% |
| All | +380.3% | +6.9% | +373.3% | +365.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling