+584.9%
WDC vs BN
+35.4%
+549.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.8% | +6.0% | +7.4% |
| 7D | -14.4% | +3.6% | -18.1% | -16.3% |
| 30D | -27.1% | +15.9% | -42.9% | -33.9% |
| 3M | -33.3% | -2.3% | -30.9% | -32.8% |
| 6M | -39.6% | -8.4% | -31.2% | -37.0% |
| YTD | +68.4% | -5.9% | +74.3% | +71.9% |
| 1Y | +78.2% | -5.6% | +83.7% | +81.5% |
| 3Y | +772.0% | +104.2% | +667.8% | +428.5% |
| 5Y | +584.9% | +35.5% | +549.4% | +411.1% |
| All | +584.9% | +35.4% | +549.5% | +411.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling