+417.4%
WDC vs BR
-29.1%
+446.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.4% | +9.2% | +2.6% |
| 7D | +1.7% | -5.3% | +7.0% | -3.3% |
| 30D | -10.0% | +6.4% | -16.4% | -3.7% |
| 3M | -18.8% | +13.6% | -32.4% | -2.2% |
| 6M | +79.0% | -6.7% | +85.7% | +86.6% |
| YTD | +171.6% | -21.1% | +192.7% | +132.0% |
| 1Y | +417.4% | -29.6% | +446.9% | +327.4% |
| All | +417.4% | -29.1% | +446.5% | +327.4% |
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