+113.2%
WDC vs BB
+88.0%
+25.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +7.0% | -13.7% | -8.7% |
| 7D | -18.3% | -6.8% | -11.5% | -16.7% |
| 30D | -26.7% | -3.5% | -23.2% | -26.2% |
| 3M | -40.9% | -1.2% | -39.7% | -41.3% |
| 6M | -26.8% | +57.0% | -83.7% | -29.3% |
| YTD | +88.2% | +131.1% | -43.0% | +68.9% |
| 1Y | +113.2% | +87.6% | +25.6% | +92.5% |
| All | +113.2% | +88.0% | +25.2% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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