+85.4%
BE vs WDC
+82.3%
+3.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.0% | +0.1% | -1.1% |
| 7D | +10.8% | +12.1% | -1.3% | +2.3% |
| 30D | -19.8% | -18.8% | -1.0% | -5.3% |
| 3M | -18.7% | -39.3% | +20.6% | +15.7% |
| 6M | -33.7% | -40.1% | +6.4% | -5.7% |
| YTD | +121.0% | +71.8% | +49.2% | +54.0% |
| 1Y | +85.4% | +88.5% | -3.1% | +19.0% |
| All | +85.4% | +82.3% | +3.1% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling