+73.4%
WBD vs FND
-45.3%
+118.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.6% |
| 7D | -0.7% | -5.8% | +5.0% | -0.4% |
| 30D | +1.4% | -20.2% | +21.6% | +2.7% |
| 3M | +4.4% | -12.0% | +16.4% | +5.0% |
| 6M | +0.8% | -18.5% | +19.3% | +1.7% |
| YTD | -2.7% | -22.3% | +19.5% | -0.6% |
| 1Y | +73.4% | -47.6% | +121.1% | +56.4% |
| All | +73.4% | -45.3% | +118.7% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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