+770.0%
WDC vs BB
+147.9%
+622.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.4% | -2.6% | -4.4% |
| 7D | +12.1% | +1.8% | +10.3% | +11.7% |
| 30D | -18.8% | +8.1% | -26.9% | -20.1% |
| 3M | -39.3% | -1.0% | -38.3% | -39.5% |
| 6M | -40.1% | +45.9% | -86.0% | -45.1% |
| YTD | +71.8% | +134.8% | -63.0% | +41.1% |
| 1Y | +88.5% | +104.6% | -16.1% | +58.7% |
| 3Y | +770.0% | +152.8% | +617.2% | +536.1% |
| All | +770.0% | +147.9% | +622.1% | +536.1% |
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