+5,439.2%
WDC vs WBD
+291.3%
+5,147.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.3% |
| 7D | +6.0% | -0.7% | +6.7% | +6.2% |
| 30D | +9.9% | +5.0% | +4.9% | +8.0% |
| 3M | -9.4% | +6.2% | -15.6% | -11.5% |
| 6M | +94.7% | +0.6% | +94.1% | +94.1% |
| YTD | +177.4% | -2.4% | +179.8% | +179.0% |
| 1Y | +412.6% | +127.7% | +284.9% | +271.7% |
| 3Y | +1,359.8% | +148.4% | +1,211.4% | +830.4% |
| 5Y | +992.6% | +4.2% | +988.3% | +801.7% |
| 10Y | +1,245.5% | +10.8% | +1,234.7% | +819.2% |
| All | +5,439.2% | +291.3% | +5,147.9% | +1,847.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling