+140.0%
WBD vs AG
+125.2%
+14.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.5% | -0.3% |
| 7D | -1.8% | +1.0% | -2.8% | -1.9% |
| 30D | +8.8% | +19.2% | -10.4% | +7.4% |
| 3M | +4.6% | +6.2% | -1.5% | +4.0% |
| 6M | +1.1% | -26.7% | +27.8% | +2.8% |
| YTD | -2.0% | +26.1% | -28.1% | -6.3% |
| 1Y | +140.0% | +131.7% | +8.4% | +63.2% |
| All | +140.0% | +125.2% | +14.8% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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