+712.3%
WDC vs BA
-11.5%
+723.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -2.0% | -1.6% |
| 7D | -28.0% | +1.1% | -29.0% | -28.2% |
| 30D | -34.9% | -7.9% | -27.0% | -33.4% |
| 3M | -41.6% | -25.3% | -16.2% | -35.9% |
| 6M | -45.4% | -24.6% | -20.8% | -40.5% |
| YTD | +53.3% | -20.1% | +73.4% | +62.9% |
| 1Y | +61.5% | -11.8% | +73.3% | +65.9% |
| 3Y | +712.3% | -10.1% | +722.5% | +620.7% |
| All | +712.3% | -11.5% | +723.8% | +620.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling