+3,693.5%
WDC vs BB
+325.9%
+3,367.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -16.7% | +11.6% | -28.3% | -18.9% |
| 30D | -27.2% | +2.6% | -29.8% | -27.6% |
| 3M | -34.0% | +3.5% | -37.5% | -35.1% |
| 6M | -39.7% | +43.5% | -83.2% | -45.7% |
| YTD | +68.1% | +141.2% | -73.1% | +32.4% |
| 1Y | +66.3% | +97.4% | -31.1% | +36.8% |
| 3Y | +754.4% | +151.1% | +603.3% | +523.9% |
| 5Y | +595.8% | -12.8% | +608.6% | +525.6% |
| 10Y | +660.4% | +27.5% | +632.9% | +400.5% |
| All | +3,693.5% | +325.9% | +3,367.6% | +1,056.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling