+1,188.5%
WDC vs BBY
+252.7%
+935.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -4.2% |
| 7D | -4.3% | +0.6% | -4.9% | -4.6% |
| 30D | -1.5% | +9.4% | -10.9% | -5.4% |
| 3M | -15.5% | +19.3% | -34.8% | -22.1% |
| 6M | +66.5% | +47.9% | +18.5% | +38.1% |
| YTD | +159.9% | +39.6% | +120.3% | +118.8% |
| 1Y | +366.0% | +22.2% | +343.8% | +314.1% |
| 3Y | +1,285.8% | +45.0% | +1,240.8% | +988.6% |
| 5Y | +925.6% | +2.6% | +923.0% | +803.1% |
| All | +1,188.5% | +252.7% | +935.9% | +733.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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