+84.7%
WDC vs BA
-10.4%
+95.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.7% | +7.7% | +8.1% |
| 7D | -3.2% | -1.4% | -1.9% | -2.7% |
| 30D | -19.0% | -7.9% | -11.1% | -17.2% |
| 3M | -28.4% | -25.2% | -3.3% | -20.8% |
| 6M | -39.2% | -26.7% | -12.5% | -31.7% |
| YTD | +82.1% | -19.6% | +101.7% | +87.7% |
| 1Y | +84.7% | -10.6% | +95.2% | +87.9% |
| All | +84.7% | -10.4% | +95.0% | +87.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling