+916.1%
WDC vs BBY
+1.5%
+914.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -4.0% |
| 7D | -4.3% | +0.6% | -4.9% | -4.6% |
| 30D | -1.5% | +9.4% | -10.9% | -4.8% |
| 3M | -15.5% | +19.3% | -34.8% | -21.3% |
| 6M | +66.5% | +47.9% | +18.5% | +41.2% |
| YTD | +159.9% | +39.6% | +120.3% | +123.8% |
| 1Y | +366.0% | +22.2% | +343.8% | +322.5% |
| 3Y | +1,285.8% | +45.0% | +1,240.8% | +1,011.8% |
| All | +916.1% | +1.5% | +914.6% | +688.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling