+992.2%
WDC vs BP
+131.3%
+861.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +1.2% |
| 7D | +6.0% | +0.9% | +5.0% | +5.6% |
| 30D | +9.9% | +9.1% | +0.8% | +6.2% |
| 3M | -9.4% | +3.9% | -13.3% | -11.1% |
| 6M | +94.7% | +13.6% | +81.0% | +81.6% |
| YTD | +177.3% | +34.0% | +143.2% | +139.5% |
| 1Y | +412.4% | +39.2% | +373.3% | +331.9% |
| 3Y | +1,359.3% | +36.4% | +1,322.9% | +1,121.5% |
| 5Y | +992.2% | +135.8% | +856.4% | +575.7% |
| All | +992.2% | +131.3% | +861.0% | +575.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling