+113.2%
WDC vs BR
-14.2%
+127.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.0% | -9.8% | -4.1% |
| 7D | -18.3% | +7.0% | -25.3% | -12.9% |
| 30D | -26.7% | +19.0% | -45.7% | -14.0% |
| 3M | -40.9% | +13.1% | -54.0% | -33.4% |
| 6M | -26.8% | +24.6% | -51.4% | -3.9% |
| YTD | +88.2% | -13.6% | +101.8% | +91.1% |
| 1Y | +113.2% | -13.1% | +126.3% | +126.0% |
| All | +113.2% | -14.2% | +127.4% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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