+142.8%
WBD vs NDAQ
+91.6%
+51.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.4% |
| 7D | -0.7% | -2.6% | +1.9% | +0.4% |
| 30D | +5.0% | +0.5% | +4.5% | +4.7% |
| 3M | +6.2% | +9.9% | -3.7% | +1.0% |
| 6M | +0.6% | +8.2% | -7.6% | -4.1% |
| YTD | -2.4% | -1.5% | -0.9% | -2.2% |
| 1Y | +127.7% | +1.3% | +126.4% | +123.0% |
| All | +142.8% | +91.6% | +51.2% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling