+3,778.1%
WDC vs BB
+314.8%
+3,463.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.2% |
| 3M | -39.3% | -1.0% | -38.3% | -39.6% |
| 6M | -40.1% | +45.9% | -86.0% | -46.3% |
| YTD | +71.8% | +134.8% | -63.0% | +36.3% |
| 1Y | +88.5% | +104.6% | -16.1% | +53.7% |
| 3Y | +770.0% | +152.8% | +617.2% | +534.7% |
| 5Y | +549.0% | -17.4% | +566.5% | +491.5% |
| 10Y | +650.3% | +22.4% | +627.9% | +399.0% |
| All | +3,778.1% | +314.8% | +3,463.4% | +1,090.8% |
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 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