+112.5%
NET vs WBD
-0.2%
+112.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.8% |
| 7D | -7.0% | -1.8% | -5.2% | -6.3% |
| 30D | -4.8% | +8.8% | -13.6% | -7.7% |
| 3M | +3.8% | +4.6% | -0.8% | +2.0% |
| 6M | +50.0% | +1.1% | +49.0% | +49.2% |
| YTD | +41.5% | -2.0% | +43.5% | +42.2% |
| 1Y | +32.8% | +140.0% | -107.2% | -7.7% |
| 3Y | +335.9% | +144.4% | +191.5% | +178.1% |
| All | +112.5% | -0.2% | +112.7% | +83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling