+707.7%
BE vs WDC
+492.9%
+214.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.2% |
| 7D | +20.5% | +16.3% | +4.3% | +9.7% |
| 30D | -23.4% | -18.3% | -5.1% | -11.4% |
| 3M | -14.9% | -31.4% | +16.6% | +7.6% |
| 6M | -28.1% | -36.3% | +8.2% | -4.5% |
| YTD | +132.4% | +80.8% | +51.6% | +57.8% |
| 1Y | +59.4% | +87.7% | -28.3% | +6.8% |
| 3Y | +1,815.8% | +819.4% | +996.4% | +379.1% |
| 5Y | +491.3% | +583.2% | -91.9% | +70.2% |
| All | +707.7% | +492.9% | +214.8% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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