+1,359.8%
WDC vs BB
+68.2%
+1,291.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.6% |
| 7D | +6.0% | +0.5% | +5.5% | +5.9% |
| 30D | +9.9% | -12.4% | +22.3% | +13.2% |
| 3M | -9.4% | -15.3% | +5.9% | -6.1% |
| 6M | +94.7% | +128.8% | -34.0% | +63.6% |
| YTD | +177.4% | +107.7% | +69.7% | +137.4% |
| 1Y | +412.6% | +103.9% | +308.7% | +336.8% |
| 3Y | +1,359.8% | +72.6% | +1,287.2% | +1,020.6% |
| All | +1,359.8% | +68.2% | +1,291.6% | +1,020.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling