+142.1%
WBD vs IT
-49.4%
+191.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.8% | -1.8% |
| 7D | -0.7% | -3.7% | +2.9% | 0.0% |
| 30D | +1.4% | +0.1% | +1.3% | +1.0% |
| 3M | +4.4% | +20.7% | -16.3% | -2.6% |
| 6M | +0.8% | +12.0% | -11.1% | -4.7% |
| YTD | -2.7% | -28.8% | +26.1% | +9.6% |
| 1Y | +73.4% | -25.5% | +98.9% | +89.8% |
| 3Y | +142.1% | -48.8% | +190.9% | +210.8% |
| All | +142.1% | -49.4% | +191.5% | +210.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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