+928.6%
WDC vs BA
-1.7%
+930.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.0% | +5.5% |
| 7D | +1.7% | +1.2% | +0.6% | +1.3% |
| 30D | -10.0% | -11.6% | +1.7% | -5.1% |
| 3M | -18.8% | -2.4% | -16.4% | -18.2% |
| 6M | +79.0% | -6.6% | +85.7% | +82.2% |
| YTD | +171.6% | -2.2% | +173.8% | +171.5% |
| 1Y | +417.4% | -8.0% | +425.4% | +425.9% |
| 3Y | +1,251.8% | -5.0% | +1,256.8% | +1,194.0% |
| All | +928.6% | -1.7% | +930.3% | +800.2% |
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