+298.2%
WBD vs WM
+1,250.9%
-952.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.2% |
| 7D | -1.8% | -0.3% | -1.5% | -1.7% |
| 30D | +8.8% | -2.4% | +11.2% | +10.1% |
| 3M | +4.6% | +0.4% | +4.2% | +3.8% |
| 6M | +1.1% | -9.5% | +10.6% | +5.5% |
| YTD | -2.0% | +0.5% | -2.5% | -3.6% |
| 1Y | +140.0% | -1.1% | +141.1% | +137.3% |
| 3Y | +144.4% | +46.0% | +98.3% | +91.2% |
| 5Y | -0.2% | +51.8% | -52.0% | -25.3% |
| 10Y | +9.1% | +307.5% | -298.4% | -57.4% |
| All | +298.2% | +1,250.9% | -952.7% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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