+34.3%
WBD vs SE
+422.3%
-388.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.8% |
| 7D | +1.0% | -0.6% | +1.7% | +1.1% |
| 30D | -0.7% | -1.2% | +0.5% | -0.7% |
| 3M | -2.7% | -25.9% | +23.2% | +1.7% |
| 6M | +18.2% | -40.4% | +58.5% | +27.7% |
| YTD | -5.5% | -33.5% | +28.0% | +0.4% |
| 1Y | +200.3% | -39.0% | +239.3% | +220.2% |
| 3Y | +120.0% | -2.1% | +122.2% | +111.6% |
| 5Y | -25.9% | -62.9% | +37.0% | -26.5% |
| All | +34.3% | +422.3% | -388.0% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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