+5.4%
WBD vs DOW
-15.4%
+20.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | -0.7% | -2.9% | +2.2% | +0.6% |
| 30D | +5.0% | +2.0% | +3.1% | +3.6% |
| 3M | +6.2% | -12.5% | +18.8% | +11.8% |
| 6M | +0.6% | -9.2% | +9.8% | +1.3% |
| YTD | -2.4% | +30.8% | -33.2% | -20.2% |
| 1Y | +127.7% | +29.4% | +98.3% | +85.0% |
| 3Y | +148.4% | -34.6% | +183.0% | +183.9% |
| 5Y | +4.2% | -35.9% | +40.2% | +20.3% |
| All | +5.4% | -15.4% | +20.8% | -3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling