+113.2%
WDC vs BDX
+54.0%
+59.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.6% | -12.3% | -3.5% |
| 7D | -18.3% | +7.2% | -25.5% | -14.7% |
| 30D | -26.7% | +15.8% | -42.5% | -19.9% |
| 3M | -40.9% | +23.7% | -64.6% | -32.6% |
| 6M | -26.8% | +44.8% | -71.6% | -11.8% |
| YTD | +88.2% | +39.8% | +48.4% | +133.6% |
| 1Y | +113.2% | +52.3% | +60.9% | +169.9% |
| All | +113.2% | +54.0% | +59.2% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling