+9.2%
WBD vs NDAQ
+386.0%
-376.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.7% | +10.1% | +12.0% |
| 7D | +13.8% | +3.7% | +10.1% | +12.0% |
| 30D | +13.8% | +3.7% | +10.1% | +12.0% |
| 3M | +13.8% | +3.7% | +10.1% | +12.0% |
| 6M | +13.3% | +7.1% | +6.2% | +9.4% |
| YTD | +7.4% | -4.1% | +11.5% | +8.7% |
| 1Y | +63.0% | +6.6% | +56.4% | +55.8% |
| 3Y | +206.7% | +95.8% | +110.9% | +118.6% |
| 5Y | +18.4% | +51.7% | -33.4% | -7.4% |
| All | +9.2% | +386.0% | -376.8% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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