+992.6%
WDC vs BBWI
-66.8%
+1,059.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.3% | +3.0% |
| 7D | +6.0% | +1.6% | +4.4% | +5.5% |
| 30D | +9.9% | -6.2% | +16.2% | +11.3% |
| 3M | -9.4% | +4.3% | -13.7% | -11.8% |
| 6M | +94.7% | -7.2% | +101.9% | +93.6% |
| YTD | +177.4% | -3.0% | +180.4% | +170.4% |
| 1Y | +412.6% | -30.8% | +443.3% | +446.1% |
| 3Y | +1,359.8% | -43.4% | +1,403.2% | +1,460.3% |
| 5Y | +992.6% | -66.7% | +1,059.3% | +1,246.0% |
| All | +992.6% | -66.8% | +1,059.4% | +1,246.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling