+417.4%
WDC vs BN
-6.5%
+423.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.1% | +6.0% |
| 7D | +1.7% | -2.5% | +4.2% | +3.0% |
| 30D | -10.0% | -9.5% | -0.5% | -5.2% |
| 3M | -18.8% | -10.4% | -8.4% | -13.8% |
| 6M | +79.0% | -6.4% | +85.4% | +81.1% |
| YTD | +171.6% | -11.9% | +183.4% | +186.0% |
| 1Y | +417.4% | -8.6% | +426.0% | +435.8% |
| All | +417.4% | -6.5% | +423.9% | +435.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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