+4,782.6%
DELL vs WBD
+5.8%
+4,776.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +8.7% | -1.7% | +10.4% | +9.1% |
| 30D | +16.9% | +3.9% | +13.0% | +16.1% |
| 3M | +40.4% | +5.1% | +35.3% | +39.2% |
| 6M | +267.1% | +0.6% | +266.5% | +266.8% |
| YTD | +329.1% | -3.2% | +332.3% | +331.3% |
| 1Y | +346.9% | +127.7% | +219.3% | +280.7% |
| 3Y | +696.6% | +146.6% | +550.1% | +542.3% |
| 5Y | +1,106.2% | +4.2% | +1,102.0% | +995.0% |
| 10Y | +4,177.7% | +13.7% | +4,164.1% | +3,428.2% |
| All | +4,782.6% | +5.8% | +4,776.8% | +3,922.2% |
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