+55.3%
B vs WWD
+40.3%
+15.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.6% | -0.8% |
| 7D | +2.3% | +0.8% | +1.5% | +2.0% |
| 30D | +1.4% | -6.4% | +7.8% | +3.6% |
| 3M | +12.2% | -5.6% | +17.8% | +13.4% |
| 6M | -2.1% | -9.1% | +7.0% | 0.0% |
| YTD | +2.9% | +12.5% | -9.6% | +1.3% |
| 1Y | +55.3% | +41.3% | +14.0% | +48.8% |
| All | +55.3% | +40.3% | +15.0% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling