+32.8%
NET vs WBD
+135.8%
-103.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.9% |
| 7D | -7.0% | -1.8% | -5.2% | -6.8% |
| 30D | -4.8% | +8.8% | -13.6% | -5.7% |
| 3M | +3.8% | +4.6% | -0.8% | +3.3% |
| 6M | +50.0% | +1.1% | +49.0% | +49.9% |
| YTD | +41.5% | -2.0% | +43.5% | +41.7% |
| 1Y | +32.8% | +140.0% | -107.2% | +26.4% |
| All | +32.8% | +135.8% | -103.0% | +26.4% |
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