+411.1%
WDC vs BN
-12.4%
+423.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +3.0% | +2.0% |
| 7D | +7.5% | -3.0% | +10.5% | +9.0% |
| 30D | +10.1% | -13.0% | +23.1% | +18.0% |
| 3M | -6.8% | -15.2% | +8.4% | +1.7% |
| 6M | +84.1% | -5.9% | +90.1% | +84.5% |
| YTD | +180.3% | -15.8% | +196.0% | +201.8% |
| 1Y | +411.1% | -12.2% | +423.3% | +434.6% |
| All | +411.1% | -12.4% | +423.5% | +434.6% |
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