+52.5%
V vs WBD
+153.8%
-101.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.7% |
| 7D | -1.1% | -0.7% | -0.4% | -1.0% |
| 30D | +1.9% | +5.0% | -3.1% | +1.4% |
| 3M | +15.5% | +6.2% | +9.3% | +14.8% |
| 6M | +16.6% | +0.6% | +16.0% | +16.5% |
| YTD | +5.7% | -2.4% | +8.2% | +5.9% |
| 1Y | +8.6% | +127.7% | -119.1% | -1.0% |
| 3Y | +52.5% | +148.4% | -95.9% | +30.5% |
| All | +52.5% | +153.8% | -101.3% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling