+4,422.0%
WDC vs BR
+1,286.0%
+3,136.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +3.5% |
| 7D | +6.0% | -5.9% | +11.9% | +9.3% |
| 30D | +9.9% | +1.9% | +8.0% | +8.0% |
| 3M | -9.4% | +14.7% | -24.0% | -18.8% |
| 6M | +94.7% | -12.8% | +107.5% | +101.3% |
| YTD | +177.4% | -23.0% | +200.4% | +204.1% |
| 1Y | +412.6% | -31.7% | +444.3% | +499.2% |
| 3Y | +1,359.8% | -4.8% | +1,364.5% | +1,257.5% |
| 5Y | +992.6% | +7.8% | +984.7% | +821.6% |
| 10Y | +1,245.5% | +184.1% | +1,061.4% | +498.4% |
| All | +4,422.0% | +1,286.0% | +3,136.0% | +604.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling