+9.2%
WBD vs ALL
+301.3%
-292.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +34.3% | +10.5% | +23.8% | +28.4% |
| 7D | +34.3% | +10.5% | +23.8% | +28.4% |
| 30D | +34.3% | +10.5% | +23.8% | +28.4% |
| 3M | +34.3% | +10.5% | +23.8% | +28.4% |
| 6M | +34.3% | +10.5% | +23.8% | +28.4% |
| YTD | +34.3% | +10.5% | +23.8% | +28.4% |
| 1Y | +63.0% | +8.7% | +54.3% | +56.8% |
| 3Y | +206.7% | +112.6% | +94.2% | +102.9% |
| 5Y | +18.4% | +97.4% | -79.0% | -20.8% |
| All | +9.2% | +301.3% | -292.1% | -36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling