+916.1%
WDC vs BNY
+256.6%
+659.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -4.3% | -1.3% | -3.0% | -3.4% |
| 30D | -1.5% | -0.2% | -1.3% | -1.4% |
| 3M | -15.5% | +14.9% | -30.4% | -23.6% |
| 6M | +66.5% | +40.0% | +26.5% | +31.7% |
| YTD | +159.9% | +42.0% | +117.9% | +102.8% |
| 1Y | +366.0% | +56.9% | +309.1% | +238.5% |
| 3Y | +1,285.8% | +289.9% | +996.0% | +445.2% |
| All | +916.1% | +256.6% | +659.5% | +309.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling