+957.1%
WDC vs WBD
+5.3%
+951.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.5% | -4.7% |
| 7D | +4.4% | -0.6% | +5.0% | +4.6% |
| 30D | +5.3% | +4.2% | +1.1% | +4.1% |
| 3M | -5.9% | +7.5% | -13.4% | -7.9% |
| 6M | +73.2% | +1.6% | +71.7% | +72.4% |
| YTD | +167.8% | -2.2% | +170.0% | +168.8% |
| 1Y | +386.0% | +124.9% | +261.1% | +286.4% |
| 3Y | +1,309.7% | +149.1% | +1,160.6% | +925.6% |
| 5Y | +957.1% | +7.8% | +949.3% | +843.5% |
| All | +957.1% | +5.3% | +951.8% | +843.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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