+608.2%
WDC vs BA
-20.8%
+629.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.7% | +7.7% | +8.1% |
| 7D | -3.2% | -1.4% | -1.9% | -2.5% |
| 30D | -19.0% | -7.9% | -11.1% | -16.8% |
| 3M | -28.4% | -25.2% | -3.3% | -20.2% |
| 6M | -39.2% | -26.7% | -12.5% | -32.1% |
| YTD | +82.1% | -19.6% | +101.7% | +95.3% |
| 1Y | +84.7% | -10.6% | +95.2% | +89.1% |
| 3Y | +825.6% | -11.2% | +836.9% | +795.5% |
| 5Y | +608.2% | -20.4% | +628.6% | +561.0% |
| All | +608.2% | -20.8% | +629.0% | +561.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling