+143.5%
WBD vs XYZ
+46.5%
+97.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.1% |
| 7D | -0.6% | -5.2% | +4.6% | +0.6% |
| 30D | +4.2% | 0.0% | +4.2% | +4.0% |
| 3M | +7.5% | +18.7% | -11.2% | +2.7% |
| 6M | +1.6% | +20.5% | -18.9% | -3.9% |
| YTD | -2.2% | +21.5% | -23.6% | -8.3% |
| 1Y | +124.9% | +7.2% | +117.7% | +116.5% |
| All | +143.5% | +46.5% | +97.0% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling