+17,600.4%
WDC vs BNY
+8,070.6%
+9,529.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.5% | -4.5% |
| 7D | +4.4% | -1.1% | +5.5% | +4.9% |
| 30D | +5.3% | +1.4% | +3.9% | +4.5% |
| 3M | -5.9% | +16.8% | -22.7% | -12.9% |
| 6M | +73.2% | +42.0% | +31.2% | +46.4% |
| YTD | +167.8% | +41.9% | +125.9% | +126.0% |
| 1Y | +386.0% | +59.2% | +326.8% | +287.5% |
| 3Y | +1,309.7% | +290.9% | +1,018.8% | +631.6% |
| 5Y | +957.1% | +259.0% | +698.1% | +468.3% |
| 10Y | +1,246.7% | +413.0% | +833.7% | +514.2% |
| All | +17,600.4% | +8,070.6% | +9,529.8% | +2,555.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling