+143.5%
WBD vs DOW
-34.9%
+178.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.7% |
| 7D | -0.6% | -2.4% | +1.8% | +0.3% |
| 30D | +4.2% | -4.1% | +8.3% | +5.5% |
| 3M | +7.5% | -12.4% | +19.9% | +12.4% |
| 6M | +1.6% | -10.6% | +12.2% | +2.5% |
| YTD | -2.2% | +31.1% | -33.2% | -21.0% |
| 1Y | +124.9% | +30.5% | +94.4% | +79.9% |
| All | +143.5% | -34.9% | +178.4% | +176.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling