+1,516.1%
BA vs WWD
+15,408.5%
-13,892.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.4% |
| 7D | +1.2% | +1.3% | -0.1% | +0.7% |
| 30D | -11.6% | -7.2% | -4.5% | -9.1% |
| 3M | -2.4% | -3.8% | +1.5% | -1.5% |
| 6M | -6.6% | -9.9% | +3.3% | -3.8% |
| YTD | -2.2% | +14.8% | -17.1% | -8.7% |
| 1Y | -8.0% | +42.1% | -50.1% | -21.5% |
| 3Y | -5.0% | +170.8% | -175.8% | -37.6% |
| 5Y | -2.7% | +197.5% | -200.2% | -38.6% |
| 10Y | +75.9% | +477.8% | -401.9% | -7.9% |
| All | +1,516.1% | +15,408.5% | -13,892.5% | +317.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling