+9.9%
WBD vs CG
+277.7%
-267.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.5% | -27.1% | +66.6% | +49.2% |
| 7D | +39.5% | -27.1% | +66.6% | +49.2% |
| 30D | +39.5% | -27.1% | +66.6% | +49.2% |
| 3M | +39.5% | -27.1% | +66.6% | +49.2% |
| 6M | +39.5% | -27.1% | +66.6% | +49.2% |
| YTD | +39.5% | -27.1% | +66.6% | +49.2% |
| 1Y | +63.0% | -36.3% | +99.3% | +84.3% |
| 3Y | +206.7% | +45.5% | +161.3% | +137.6% |
| 5Y | +18.4% | -3.3% | +21.6% | +4.9% |
| 10Y | +11.8% | +287.1% | -275.3% | -41.0% |
| All | +9.9% | +277.7% | -267.8% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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