+66.3%
WDC vs BIL
+3.3%
+63.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -16.7% | +0.1% | -16.8% | -17.0% |
| 30D | -27.2% | 0.0% | -27.2% | -18.0% |
| 3M | -34.0% | +0.6% | -34.6% | +12.5% |
| 6M | -39.7% | +1.5% | -41.2% | +69.4% |
| YTD | +68.1% | +2.8% | +65.3% | +532.0% |
| 1Y | +66.3% | +3.3% | +63.0% | +699.1% |
| All | +66.3% | +3.3% | +63.0% | +699.1% |
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