+358.3%
DELL vs WBD
+122.7%
+235.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.5% | +12.0% |
| 7D | +8.2% | -0.7% | +9.0% | +8.3% |
| 30D | +17.1% | +1.4% | +15.7% | +16.9% |
| 3M | +45.2% | +4.4% | +40.8% | +44.8% |
| 6M | +286.8% | +0.8% | +285.9% | +286.5% |
| YTD | +354.8% | -2.7% | +357.5% | +354.5% |
| 1Y | +358.3% | +73.4% | +284.9% | +353.6% |
| All | +358.3% | +122.7% | +235.5% | +353.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling