+2,926.4%
V vs WBD
+186.6%
+2,739.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | -1.7% | -1.8% | +0.1% | -1.3% |
| 30D | +2.0% | +8.8% | -6.8% | +0.1% |
| 3M | +17.4% | +4.6% | +12.7% | +16.0% |
| 6M | +17.5% | +1.1% | +16.4% | +17.1% |
| YTD | +7.6% | -2.0% | +9.6% | +7.8% |
| 1Y | +7.7% | +140.0% | -132.3% | -13.6% |
| 3Y | +54.7% | +144.4% | -89.7% | +16.0% |
| 5Y | +73.0% | -0.2% | +73.3% | +53.0% |
| 10Y | +390.9% | +9.1% | +381.7% | +260.9% |
| All | +2,926.4% | +186.6% | +2,739.9% | +1,235.3% |
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