+124.9%
WBD vs DRI
+1.2%
+123.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.0% |
| 7D | -0.6% | -4.8% | +4.2% | -0.6% |
| 30D | +4.2% | -5.2% | +9.4% | +4.1% |
| 3M | +7.5% | +2.7% | +4.8% | +7.6% |
| 6M | +1.6% | +3.6% | -2.0% | +1.9% |
| YTD | -2.2% | +15.4% | -17.6% | -1.4% |
| 1Y | +124.9% | +1.3% | +123.6% | +127.9% |
| All | +124.9% | +1.2% | +123.6% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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