+991.6%
WDC vs BB
-25.5%
+1,017.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.5% |
| 7D | +7.5% | +1.8% | +5.6% | +6.9% |
| 30D | +10.1% | -12.2% | +22.3% | +13.8% |
| 3M | -6.8% | -12.3% | +5.5% | -4.0% |
| 6M | +84.1% | +122.7% | -38.6% | +46.8% |
| YTD | +180.3% | +104.5% | +75.8% | +128.2% |
| 1Y | +411.1% | +106.7% | +304.4% | +310.4% |
| 3Y | +1,375.0% | +70.0% | +1,305.0% | +1,063.6% |
| 5Y | +991.6% | -27.8% | +1,019.3% | +930.8% |
| All | +991.6% | -25.5% | +1,017.0% | +930.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling