+336.3%
WBD vs SPY
+851.9%
-515.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.5% | +8.3% | +8.0% |
| 7D | +13.8% | +5.5% | +8.3% | +8.0% |
| 30D | +13.8% | +5.5% | +8.3% | +8.0% |
| 3M | +13.8% | +5.5% | +8.3% | +8.0% |
| 6M | +13.3% | +18.7% | -5.5% | -5.3% |
| YTD | +7.4% | +14.5% | -7.1% | -7.0% |
| 1Y | +63.0% | +17.0% | +45.9% | +37.7% |
| 3Y | +206.7% | +89.3% | +117.5% | +62.2% |
| 5Y | +18.4% | +91.3% | -72.9% | -36.5% |
| 10Y | +11.8% | +320.8% | -309.0% | -73.5% |
| All | +336.3% | +851.9% | -515.7% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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