+298.2%
WBD vs NDAQ
+1,744.0%
-1,445.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.4% | +0.2% |
| 7D | -1.8% | -2.4% | +0.6% | -1.0% |
| 30D | +8.8% | +2.5% | +6.3% | +7.8% |
| 3M | +4.6% | +9.9% | -5.3% | +0.6% |
| 6M | +1.1% | +9.4% | -8.4% | -3.0% |
| YTD | -2.0% | +0.4% | -2.4% | -3.5% |
| 1Y | +140.0% | +4.0% | +136.0% | +132.5% |
| 3Y | +144.4% | +94.4% | +50.0% | +89.5% |
| 5Y | -0.2% | +56.7% | -56.9% | -16.9% |
| 10Y | +9.1% | +375.3% | -366.2% | -39.2% |
| All | +298.2% | +1,744.0% | -1,445.8% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling