+991.6%
WDC vs IBN
+54.0%
+937.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.8% | +1.9% |
| 7D | +7.5% | -5.1% | +12.6% | +10.1% |
| 30D | +10.1% | -3.5% | +13.6% | +11.8% |
| 3M | -6.8% | +11.3% | -18.1% | -12.4% |
| 6M | +84.1% | +4.4% | +79.7% | +78.7% |
| YTD | +180.3% | -1.8% | +182.1% | +180.5% |
| 1Y | +411.1% | -8.0% | +419.1% | +425.7% |
| 3Y | +1,375.0% | +27.1% | +1,347.9% | +1,157.7% |
| 5Y | +991.6% | +54.5% | +937.1% | +700.6% |
| All | +991.6% | +54.0% | +937.5% | +700.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling