+1,359.8%
WDC vs IBN
+29.3%
+1,330.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.7% | +3.1% |
| 7D | +6.0% | -2.2% | +8.2% | +6.8% |
| 30D | +9.9% | -2.3% | +12.2% | +10.8% |
| 3M | -9.4% | +15.9% | -25.3% | -15.6% |
| 6M | +94.7% | +5.6% | +89.1% | +88.6% |
| YTD | +177.4% | -0.1% | +177.4% | +174.4% |
| 1Y | +412.6% | -6.5% | +419.1% | +417.7% |
| 3Y | +1,359.8% | +29.3% | +1,330.5% | +1,223.7% |
| All | +1,359.8% | +29.3% | +1,330.5% | +1,223.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling