+113.2%
WDC vs BIL
+3.0%
+110.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | 0.0% | -6.8% | -6.8% |
| 7D | -18.3% | -0.3% | -18.0% | -17.3% |
| 30D | -26.7% | 0.0% | -26.7% | -21.8% |
| 3M | -40.9% | +0.3% | -41.3% | -12.2% |
| 6M | -26.8% | +1.2% | -28.0% | +72.0% |
| YTD | +88.2% | +2.4% | +85.8% | +477.4% |
| 1Y | +113.2% | +3.0% | +110.2% | +750.0% |
| All | +113.2% | +3.0% | +110.2% | +750.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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