+957.1%
WDC vs BR
+7.7%
+949.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.4% |
| 7D | +4.4% | -6.0% | +10.4% | +5.4% |
| 30D | +5.3% | -0.9% | +6.1% | +5.1% |
| 3M | -5.9% | +16.4% | -22.3% | -9.9% |
| 6M | +73.2% | -8.2% | +81.4% | +79.9% |
| YTD | +167.8% | -23.2% | +191.1% | +198.4% |
| 1Y | +386.0% | -30.9% | +416.9% | +469.6% |
| 3Y | +1,309.7% | -5.0% | +1,314.7% | +1,240.7% |
| 5Y | +957.1% | +8.8% | +948.3% | +743.7% |
| All | +957.1% | +7.7% | +949.4% | +743.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling