+1,228.2%
WDC vs BKNG
+217.3%
+1,010.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.7% |
| 7D | +4.4% | -10.7% | +15.1% | +10.1% |
| 30D | +5.3% | -18.1% | +23.4% | +15.3% |
| 3M | -5.9% | +8.5% | -14.4% | -13.9% |
| 6M | +73.2% | -0.1% | +73.3% | +64.2% |
| YTD | +167.8% | -18.2% | +186.1% | +180.2% |
| 1Y | +386.0% | -19.9% | +405.9% | +408.5% |
| 3Y | +1,309.7% | +41.6% | +1,268.1% | +935.5% |
| 5Y | +957.1% | +93.1% | +864.0% | +513.4% |
| All | +1,228.2% | +217.3% | +1,010.9% | +444.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKNG.
Daily Out/Under-Performance
Portfolio return minus BKNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKNG 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 10y: compounded portfolio wealth divided by compounded BKNG 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…
10y analysis · Full analysis span regression · 6 months rolling