+682.0%
WDC vs BA
+24.8%
+657.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | +0.1% |
| 7D | +16.3% | -0.6% | +16.8% | +16.6% |
| 30D | -18.3% | -8.0% | -10.2% | -15.7% |
| 3M | -31.4% | -25.8% | -5.6% | -22.3% |
| 6M | -36.3% | -27.6% | -8.7% | -27.6% |
| YTD | +80.8% | -21.0% | +101.8% | +97.2% |
| 1Y | +87.7% | -12.3% | +100.0% | +94.3% |
| 3Y | +819.4% | -12.8% | +832.2% | +806.8% |
| 5Y | +583.2% | -22.4% | +605.6% | +584.6% |
| All | +682.0% | +24.8% | +657.1% | +440.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling