+61.5%
WDC vs BA
-12.5%
+74.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -2.0% | -1.6% |
| 7D | -28.0% | +1.1% | -29.0% | -28.1% |
| 30D | -34.9% | -7.9% | -27.0% | -33.5% |
| 3M | -41.6% | -25.3% | -16.2% | -35.3% |
| 6M | -45.4% | -24.6% | -20.8% | -39.6% |
| YTD | +53.3% | -20.1% | +73.4% | +58.5% |
| 1Y | +61.5% | -11.8% | +73.3% | +64.8% |
| All | +61.5% | -12.5% | +74.0% | +64.8% |
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