+140.0%
WBD vs MP
-17.4%
+157.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.4% |
| 7D | -1.8% | -2.9% | +1.0% | -1.8% |
| 30D | +8.8% | +13.8% | -5.0% | +8.5% |
| 3M | +4.6% | -16.7% | +21.3% | +5.2% |
| 6M | +1.1% | -11.5% | +12.6% | +1.5% |
| YTD | -2.0% | +7.9% | -9.9% | -1.9% |
| 1Y | +140.0% | -15.0% | +155.1% | +134.1% |
| All | +140.0% | -17.4% | +157.4% | +134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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