+1,309.1%
WDC vs BBWI
-58.2%
+1,367.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.3% | +2.7% |
| 7D | +7.5% | -4.4% | +11.9% | +8.6% |
| 30D | +10.1% | -7.4% | +17.4% | +11.6% |
| 3M | -6.8% | -2.2% | -4.6% | -7.5% |
| 6M | +84.1% | -16.3% | +100.5% | +88.0% |
| YTD | +180.3% | -9.1% | +189.4% | +178.8% |
| 1Y | +411.1% | -34.5% | +445.6% | +447.8% |
| 3Y | +1,375.0% | -47.0% | +1,422.0% | +1,499.7% |
| 5Y | +991.6% | -68.8% | +1,060.4% | +1,204.5% |
| 10Y | +1,309.1% | -57.4% | +1,366.4% | +1,083.4% |
| All | +1,309.1% | -58.2% | +1,367.3% | +1,083.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling