+140.0%
WBD vs AU
+100.5%
+39.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.4% |
| 7D | -1.8% | -3.6% | +1.8% | -1.7% |
| 30D | +8.8% | +23.9% | -15.1% | +8.4% |
| 3M | +4.6% | +19.1% | -14.5% | +4.3% |
| 6M | +1.1% | -0.2% | +1.2% | +0.7% |
| YTD | -2.0% | +32.5% | -34.4% | -0.4% |
| 1Y | +140.0% | +96.9% | +43.1% | +113.5% |
| All | +140.0% | +100.5% | +39.5% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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