+87.0%
WDCX vs SPY
+10.7%
+76.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.4% | -10.8% |
| 7D | -8.7% | -0.8% | -8.0% | -4.7% |
| 30D | -7.3% | -1.1% | -6.2% | -2.0% |
| 3M | -45.3% | +3.9% | -49.2% | -54.9% |
| 6M | +81.8% | +13.6% | +68.2% | +1.7% |
| All | +87.0% | +10.7% | +76.3% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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