+417.4%
WDC vs BNY
+59.6%
+357.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +5.7% |
| 7D | +1.7% | +1.4% | +0.3% | +0.9% |
| 30D | -10.0% | +3.8% | -13.8% | -11.9% |
| 3M | -18.8% | +14.9% | -33.7% | -25.3% |
| 6M | +79.0% | +40.3% | +38.7% | +46.5% |
| YTD | +171.6% | +43.8% | +127.8% | +120.1% |
| 1Y | +417.4% | +58.9% | +358.5% | +330.8% |
| All | +417.4% | +59.6% | +357.8% | +330.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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