+1,008.9%
BE vs WBD
+7.7%
+1,001.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.5% | +10.1% | +9.8% |
| 7D | +29.8% | -0.7% | +30.5% | +30.1% |
| 30D | +26.4% | +5.0% | +21.4% | +23.7% |
| 3M | +9.3% | +6.2% | +3.1% | +6.4% |
| 6M | +105.1% | +0.6% | +104.5% | +104.6% |
| YTD | +219.0% | -2.4% | +221.5% | +222.6% |
| 1Y | +418.8% | +127.7% | +291.1% | +252.0% |
| 3Y | +1,784.6% | +148.4% | +1,636.2% | +1,037.9% |
| 5Y | +1,251.0% | +4.2% | +1,246.7% | +1,042.9% |
| All | +1,008.9% | +7.7% | +1,001.2% | +493.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling