+87.7%
WDC vs BA
-12.4%
+100.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.2% |
| 7D | +16.3% | -0.6% | +16.8% | +16.5% |
| 30D | -18.3% | -8.0% | -10.2% | -16.5% |
| 3M | -31.4% | -25.8% | -5.6% | -24.0% |
| 6M | -36.3% | -27.6% | -8.7% | -28.2% |
| YTD | +80.8% | -21.0% | +101.8% | +87.5% |
| 1Y | +87.7% | -12.3% | +100.0% | +92.1% |
| All | +87.7% | -12.4% | +100.1% | +92.1% |
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