+992.6%
WDC vs BN
+35.3%
+957.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +3.8% |
| 7D | +6.0% | -1.2% | +7.2% | +6.7% |
| 30D | +9.9% | -10.9% | +20.8% | +18.0% |
| 3M | -9.4% | -11.1% | +1.7% | -3.0% |
| 6M | +94.7% | -4.4% | +99.1% | +97.5% |
| YTD | +177.4% | -14.1% | +191.5% | +201.7% |
| 1Y | +412.6% | -11.1% | +423.6% | +442.6% |
| 3Y | +1,359.8% | +75.6% | +1,284.2% | +872.8% |
| 5Y | +992.6% | +35.8% | +956.8% | +763.0% |
| All | +992.6% | +35.3% | +957.3% | +763.0% |
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