+18,229.0%
WDC vs BDX
+5,185.2%
+13,043.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.2% | +3.2% |
| 7D | +6.0% | -4.3% | +10.3% | +7.6% |
| 30D | +9.9% | +1.3% | +8.7% | +9.2% |
| 3M | -9.4% | +20.2% | -29.6% | -17.0% |
| 6M | +94.7% | +8.6% | +86.1% | +84.2% |
| YTD | +177.4% | +19.0% | +158.4% | +153.1% |
| 1Y | +412.6% | +21.2% | +391.4% | +363.1% |
| 3Y | +1,359.8% | -9.7% | +1,369.5% | +1,343.9% |
| 5Y | +992.6% | -3.4% | +996.0% | +940.8% |
| 10Y | +1,245.5% | +53.9% | +1,191.6% | +959.4% |
| All | +18,229.0% | +5,185.2% | +13,043.9% | +4,225.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling