+2,085.3%
WDC vs BTG
+378.0%
+1,707.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +2.4% |
| 7D | +6.0% | +4.8% | +1.2% | +5.5% |
| 30D | +9.9% | +8.3% | +1.6% | +8.9% |
| 3M | -9.4% | +32.3% | -41.7% | -12.3% |
| 6M | +94.7% | +3.0% | +91.8% | +92.8% |
| YTD | +177.4% | +21.9% | +155.4% | +170.0% |
| 1Y | +412.6% | +28.2% | +384.4% | +395.2% |
| 3Y | +1,359.8% | +99.9% | +1,259.9% | +1,240.8% |
| 5Y | +992.6% | +73.6% | +919.0% | +906.5% |
| 10Y | +1,245.5% | +136.5% | +1,109.0% | +1,074.9% |
| All | +2,085.3% | +378.0% | +1,707.4% | +1,218.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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