+412.6%
WDC vs BIL
+3.7%
+408.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.7% |
| 7D | +6.0% | +0.1% | +5.9% | +9.9% |
| 30D | +9.9% | +0.3% | +9.7% | +26.5% |
| 3M | -9.4% | +0.9% | -10.3% | +31.7% |
| 6M | +94.7% | +1.8% | +92.9% | +205.3% |
| YTD | +177.4% | +2.5% | +174.9% | +292.5% |
| 1Y | +412.6% | +3.7% | +408.9% | +460.6% |
| All | +412.6% | +3.7% | +408.9% | +460.6% |
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