+220.8%
WBD vs D
+270.9%
-50.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.4% |
| 7D | +6.7% | +1.2% | +5.5% | +6.0% |
| 30D | +19.3% | -2.9% | +22.2% | +21.0% |
| 3M | +78.9% | -1.2% | +80.1% | +79.8% |
| 6M | +171.9% | +12.3% | +159.6% | +155.2% |
| YTD | +115.3% | +14.8% | +100.5% | +99.2% |
| 1Y | +177.2% | +6.7% | +170.5% | +165.3% |
| 3Y | +118.2% | +3.3% | +114.9% | +109.1% |
| 5Y | +6.2% | -10.9% | +17.1% | +8.1% |
| 10Y | -22.9% | +30.7% | -53.5% | -42.0% |
| All | +220.8% | +270.9% | -50.1% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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