+140.0%
WBD vs ALL
+28.3%
+111.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.4% |
| 7D | -1.8% | 0.0% | -1.8% | -1.8% |
| 30D | +8.8% | -1.5% | +10.3% | +8.7% |
| 3M | +4.6% | +23.6% | -19.0% | +4.8% |
| 6M | +1.1% | +22.3% | -21.3% | +1.4% |
| YTD | -2.0% | +26.5% | -28.5% | -1.7% |
| 1Y | +140.0% | +27.0% | +113.0% | +143.4% |
| All | +140.0% | +28.3% | +111.7% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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