+9.2%
WBD vs ED
+111.1%
-101.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -1.7% | +15.5% | +14.2% |
| 7D | +13.8% | -1.7% | +15.5% | +14.2% |
| 30D | +13.8% | -1.7% | +15.5% | +14.2% |
| 3M | +13.8% | -1.7% | +15.5% | +14.2% |
| 6M | +13.3% | -8.9% | +22.2% | +16.1% |
| YTD | +7.4% | +6.7% | +0.7% | +5.1% |
| 1Y | +63.0% | +8.1% | +54.9% | +58.5% |
| 3Y | +206.7% | +35.1% | +171.7% | +172.8% |
| 5Y | +18.4% | +68.2% | -49.9% | -1.9% |
| All | +9.2% | +111.1% | -101.9% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling