+17,845.4%
WDC vs B
+803.7%
+17,041.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.1% | +6.1% |
| 7D | +1.7% | -1.6% | +3.3% | +1.9% |
| 30D | -10.0% | +9.4% | -19.4% | -11.0% |
| 3M | -18.8% | +5.0% | -23.7% | -19.3% |
| 6M | +79.0% | -3.5% | +82.6% | +79.3% |
| YTD | +171.6% | +4.5% | +167.1% | +170.2% |
| 1Y | +417.4% | +67.8% | +349.6% | +393.7% |
| 3Y | +1,251.8% | +196.7% | +1,055.1% | +1,122.5% |
| 5Y | +911.7% | +151.9% | +759.8% | +820.3% |
| 10Y | +1,399.6% | +202.2% | +1,197.5% | +1,221.7% |
| All | +17,845.4% | +803.7% | +17,041.7% | +17,729.6% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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