+642.9%
WDC vs BA
+24.8%
+618.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | -1.1% | +13.2% | +12.6% |
| 30D | -18.8% | -7.1% | -11.7% | -16.7% |
| 3M | -39.3% | -25.5% | -13.8% | -31.3% |
| 6M | -40.1% | -28.7% | -11.4% | -31.5% |
| YTD | +71.8% | -21.0% | +92.8% | +87.4% |
| 1Y | +88.5% | -11.9% | +100.3% | +94.6% |
| 3Y | +770.0% | -16.2% | +786.1% | +775.1% |
| 5Y | +549.0% | -22.4% | +571.4% | +550.4% |
| All | +642.9% | +24.8% | +618.0% | +413.3% |
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