+295.2%
WBD vs SU
+349.1%
-53.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | -0.7% | +2.2% | -3.0% | -1.5% |
| 30D | +1.4% | +8.4% | -7.0% | -1.4% |
| 3M | +4.4% | +12.1% | -7.7% | 0.0% |
| 6M | +0.8% | +19.7% | -18.8% | -6.1% |
| YTD | -2.7% | +58.4% | -61.1% | -17.8% |
| 1Y | +73.4% | +67.2% | +6.2% | +43.6% |
| 3Y | +142.1% | +125.0% | +17.1% | +80.1% |
| 5Y | +7.2% | +355.1% | -347.8% | -39.3% |
| 10Y | +14.2% | +263.7% | -249.5% | -36.8% |
| All | +295.2% | +349.1% | -53.8% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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