-8.8%
BA vs WBD
+131.6%
-140.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.7% |
| 7D | +2.5% | -0.7% | +3.2% | +2.4% |
| 30D | -10.1% | +5.0% | -15.1% | -10.0% |
| 3M | -2.4% | +6.2% | -8.6% | -2.2% |
| 6M | -8.8% | +0.6% | -9.4% | -8.8% |
| YTD | -2.9% | -2.4% | -0.5% | -3.0% |
| 1Y | -8.8% | +127.7% | -136.4% | -1.7% |
| All | -8.8% | +131.6% | -140.4% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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