+39.8%
WBD vs NDAQ
+5.8%
+34.0%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.7% | +10.1% | +13.2% |
| 7D | +13.8% | +3.7% | +10.1% | +13.2% |
| 30D | +13.8% | +3.7% | +10.1% | +13.2% |
| 3M | +13.8% | +3.7% | +10.1% | +13.2% |
| 6M | +13.3% | +7.1% | +6.2% | +12.5% |
| YTD | +7.4% | -4.1% | +11.5% | +9.0% |
| All | +39.8% | +5.8% | +34.0% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling