+1,251.0%
BE vs WDC
+958.8%
+292.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.1% | +7.5% | +8.1% |
| 7D | +29.8% | +6.0% | +23.8% | +24.7% |
| 30D | +26.4% | +9.9% | +16.5% | +17.5% |
| 3M | +9.3% | -9.4% | +18.7% | +16.4% |
| 6M | +105.1% | +94.7% | +10.3% | +32.0% |
| YTD | +219.0% | +177.4% | +41.7% | +58.3% |
| 1Y | +418.8% | +412.6% | +6.2% | +77.7% |
| 3Y | +1,784.6% | +1,359.8% | +424.8% | +222.5% |
| 5Y | +1,251.0% | +992.6% | +258.4% | +178.6% |
| All | +1,251.0% | +958.8% | +292.1% | +178.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling