+73.9%
BA vs WWD
+485.4%
-411.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.1% |
| 7D | +1.2% | +1.3% | -0.1% | +0.3% |
| 30D | -11.6% | -7.2% | -4.5% | -7.2% |
| 3M | -2.4% | -3.8% | +1.5% | -1.4% |
| 6M | -6.6% | -9.9% | +3.3% | -2.3% |
| YTD | -2.2% | +14.8% | -17.1% | -15.1% |
| 1Y | -8.0% | +42.1% | -50.1% | -32.8% |
| 3Y | -5.0% | +170.8% | -175.8% | -59.6% |
| 5Y | -2.7% | +197.5% | -200.2% | -62.9% |
| All | +73.9% | +485.4% | -411.5% | -56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling