+1,003.0%
BE vs WBD
+7.4%
+995.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.6% | +7.2% | +6.9% |
| 7D | +9.0% | -0.7% | +9.8% | +9.3% |
| 30D | +16.3% | +1.4% | +14.9% | +15.4% |
| 3M | +10.8% | +4.4% | +6.4% | +8.5% |
| 6M | +73.2% | +0.8% | +72.4% | +72.6% |
| YTD | +217.4% | -2.7% | +220.1% | +221.2% |
| 1Y | +309.8% | +73.4% | +236.4% | +217.3% |
| 3Y | +1,726.2% | +142.1% | +1,584.0% | +1,015.8% |
| 5Y | +1,306.2% | +7.2% | +1,298.9% | +1,070.8% |
| All | +1,003.0% | +7.4% | +995.6% | +490.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling