+772.0%
WDC vs BP
+48.5%
+723.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.1% | +9.7% | +9.8% |
| 7D | -14.4% | -6.9% | -7.5% | -12.8% |
| 30D | -27.1% | -3.6% | -23.5% | -26.5% |
| 3M | -33.3% | +8.4% | -41.7% | -35.1% |
| 6M | -39.6% | +5.3% | -44.9% | -40.9% |
| YTD | +68.4% | +33.2% | +35.2% | +47.3% |
| 1Y | +78.2% | +28.2% | +50.0% | +58.0% |
| 3Y | +772.0% | +49.2% | +722.8% | +608.8% |
| All | +772.0% | +48.5% | +723.5% | +608.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 3y: compounded portfolio wealth divided by compounded BP 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…
3y analysis · Full analysis span regression · 6 months rolling